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User guide

Operations

Preventive maintenance

Hot tub service, HVAC filters, smoke detector batteries, pest control. Set each one up once and REMI opens a work item every time it comes due, then handles it like any other job.

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Create a schedule

Choose New schedule on the Preventive Maintenance page.

Property and task
For example Pine Cabin, Replace HVAC filter. Add details the vendor should know every time.
Repeats every
1 to 365 days, weeks, months or years.
First due date
Every later date counts from this one. Doing a job late doesn't push the next one back.
Create work item
On the due date, or a number of days before it to give your vendor notice. The lead time must be shorter than the repeat.
Assigned to
A vendor, someone on your team, or let REMI recommend a vendor each time.
Priority
Let REMI decide each time, or fix it. Priority sets how hard REMI chases the vendor.

You can also ask REMI in your chat. It repeats the schedule back and waits for your yes. To name who does the job, use a vendor or team member already saved in People.

Try saying

Your chat with REMI

When it comes due

  1. REMI opens a work itemWith the task, details, priority and the due date.
  2. It lets you knowBy email, if you set a notification email. Urgent and emergency jobs also come to your chat with REMI.
  3. It lines up the workWith a vendor assigned, REMI asks you to approve the first message as usual. With a team member assigned, REMI hands it to them. With no one assigned, REMI recommends a vendor for your approval.
  4. It follows up until it's doneThen the next date is already set.

Only one job per schedule is open at a time. See how vendor approvals and follow-ups work.

Statuses

Scheduled
Waiting for the next date.
Creating soon
The work item opens shortly.
In progress
This round's work item is open.
Overdue
Open more than 7 days past due, or the next round came due while this one was still open.
Paused
No new work items until you resume it.

The dashboard's Preventive maintenance card lists anything overdue or coming up, with a link to manage your schedules.

Pause or change

  • Open a schedule to change the task, timing, assignee or priority.
  • Pause stops new work items. Resume picks up from the next date, without a backlog of missed ones.
  • History shows each past round with when it was completed.
  • Schedules can't be deleted. Pause one you no longer need.
  • Removing a property pauses its schedules.