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Maintenance & Planning

Set up recurring maintenance

Add a recurrence interval to maintenance such as filter changes, inspections, or seasonal service. Completion can schedule the next occurrence.

How to use it

  1. Create or edit a maintenance task.
  2. Choose a recurrence interval in months and set the first due date.
  3. Link the equipment or system that needs care.
  4. Complete the task when done; review the next scheduled occurrence.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

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