Industry type - all

Available with - Professional

Click here to enrol for a free course on planned maintenance 

In order to backdate your service events on Fixflo and show that you are currently compliant, you can add a 'Last completed date' when you add a service event. 

This is beneficial as you will then see a green and compliant symbol on both your compliance matrix and your works planner.

Service events can either be added manually or via a bulk upload. 

It is recommended that you bulk upload your service events if you have a large number of events to add to Fixflo. For Lettings clients, please click here to watch a short video on how to do this.

Adding historical service events when manually adding service events:

To manually add a service event you will need to click on 'Planned maintenance' > 'Properties'. You can then search for the property which you would like to add a service event to. 

When you click into the desired property you will be taken straight to the 'Works planner'. This will show you the planned maintenance service events you have added for this property. No reactive works can be found here. 

At the top of the page there is an 'Add events' button - you will need to click here to add a new service event for this property. 

The fourth field down is 'Last completed date'. This is an optional field however it is recommended that a date is added here as it will allow you to backdate and show that you are currently compliant. If this is left blank then this will not backdate and everything will be future facing only. 

Adding historical service events when bulk adding service events:

When you are bulk uploading service events you will be filling out a CSV file and then uploading it onto Fixflo. In order to ensure that you are showing that you are currently compliant and backdating the events, you will need to ensure that you fill in column Q - again this is an optional field, but highly recommended to fill out. Column Q is called 'Planned Maintenance Event Last Completed Date'. 

As shown above, it is recommended that Lettings clients watch this video on bulk uploading planned maintenance service events. 

As part of our Contractor Marketplace service, we have partnered with contractor networks that can perform different service events for your agency, helping you stay compliant. Please find more information in this guide.