Skip to main content
How to Create PM Schedules

Learn how to create your PM Trigger Schedules in the Web Application

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Starter, Professional and Business Plus


Preventive Maintenance (PM) Triggers are key to ensuring that your equipment and assets receive timely and consistent care. In this guide, we’ll walk you through the process of setting up a PM trigger in UpKeep, from entering essential details to applying schedules that fit your maintenance needs. Whether you’re looking to create time-based, condition-based, or hybrid triggers, this guide has you covered. Plus, we’ll show you how to add multiple schedules to a single trigger, giving you the flexibility to keep your operations running smoothly. Let’s dive in and set up your first PM trigger!


How to Create a PM Schedule

  1. Navigate to your Preventive Maintenance Triggers Section

  2. Select Create PM Button

  3. Enter your PM Details

    1. Trigger Title

    2. Work Order Title

    3. Work Order Details

  4. Select Schedules

    1. Calendar: Time-Based Work Order Triggers

    2. Meter Readings: Condition-Based Work Order Triggers

    3. Calendar OR Meter Readings: Time vs. Condition—Whichever Comes First

  5. Add in your Asset Records

    1. Select Apply Schedule

    2. Set your Assets, Locations

    3. Set your Start Date

    4. Set your assignees

  6. Select Create PM

💡If you want to create a Work Order that runs Monday-Friday. Select a Weekly Schedule then select the days of the week


How to have Multiple Schedules Per PM Trigger

You can add additional schedules to your triggers even after the initial trigger has been created.

  1. Select the Trigger

  2. Select Add Schedules

  3. Add in your schedule

  4. Add the records that will have this schedule

  5. Make sure to select "Apply Schedule" to ensure the Trigger is successfully created

  6. Save Changes

You now have added your additional schedule to your PM Trigger

Did this answer your question?