Please follow the steps below to add a new maintenance operation.

Note: Click on screen shots to enlarge.

1. From the Dashboard…Click Tools/Settings tab.

2. In Client Tools, click Create and Manage Maintenance Item.

This opens the Manage Maintenance Operation window.

3. In Manage Maintenance Operation, click Add New Maintenance Operation.

The Maintenance Item Editor box will open.

4. Complete the form.

Click Save.

The item is now added to the list.

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Criteria for a Reminder
To receive a reminder the current vehicle odometer reading must be greater than the odometer reading of the last vehicle maintenance history record plus the maintenance schedule interval. For example, a reminder will be sent if the current odometer is 49,001 miles and the last maintenance record is 46,000 miles and the interval is 3,000.

1. Click on Tools and Settings.
2. Click on Subscribe To Reminder.
3. Click on Add Reminder Subscription.
4. Select Vehicle Maintenance Reminder from the Reminder Name dropdown menu.
5. Enter a Subject textbox, for example, “Oil Change Reminder.”
6. Enter an email address in the To textbox.
7. Click on the checkbox next to the Group you want to assign this reminder to.
8. Click on the Save button.

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1. Click on the Maintenance History tab.
2. Click on Add New Maintenance Record.
3. Enter a description in the Description textbox.
4. Enter a date in the Completed textbox.
5. Enter the odometer at the time of service in the Odometer textbox.
6. Enter a name in the Service Provider Name textbox.
7. Click on the Save button.

Note: the Service Provider Contact and Service Provider Phone are optional.

Add New Service
The service is the actual work performed. You can add unlimited service records to a maintenance record.

1. Click on the next to a maintenance record that you want to add service details too.
2. Click on Add New Service.
3. Select the service that was performed by clicking on the Operation dropdown menu.
4. Enter a description into the Description textbox.
5. Enter a cost in the Cost textbox.
6. Click on the Save button.

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There are two pieces to vehicle maintenance, maintenance schedule and maintenance history. The maintenance schedule section is where you add the type of maintenance you want to track. The maintenance history section is where you track maintenance that was performed on the vehicle. Each maintenance record can have detailed line items about the service(s) that were performed.

Create a Maintenance Schedule
To create a maintenance schedule you have to edit a vehicle first. Click on the pencil next to a vehicle name before you follow the steps below.

1. Click on Maintenance Schedule tab.
2. Click Add New Maintenance Schedule.
3. Click on the Operation dropdown menu to select the type of maintenance to schedule. If you want to add a new one click Add.
4. Click on the Interval Odometer (mile) to create a schedule based on odometer.
5. Enter a number into the Interval Odometer (mile) textbox. The number should be when you want to be reminded. For example, if you want to change oil every 3,000 miles enter 2,800 to be reminded 200 miles before the oil change is due.
6. Click on the Save button (located at the bottom of the Maintenance Schedule Editor).

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