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PM Checklist

📅 PM Schedule

Customer Region City St Contact Frequency Last PM PM Due Date Status Ann PM Mo Parts Mo Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Notes Del

✅ Team To-Do List

📋 Billing List

 0 invoiced  0 pending

📅 Calendar

+ Add Field Service Report

📞 Service Calls

Call Log
Date Customer Contact Phone Issue Priority Status
📈 Dashboard

Add New Customer

Or choose a common template: Rotary Vane Vac · Oil-Less Scroll Air · Claw Vac · Reciprocating Air

🔁 How Sharing Works

When you finish a PM visit:

  1. Open the customer and system in the app.
  2. Fill in the new date, run hours, and update any inspection items that changed.
  3. Tap ✓ Complete & Save App — this downloads a new updated version of the app with your completed PM baked in.
  4. The system card will show a green ✓ App badge with the date you just completed.

Sharing with another employee:

  1. After saving, send the downloaded .html file to your coworker via AirDrop, iMessage, or email.
  2. They open it — it replaces their old copy and has your completed PM pre-filled.
  3. When they complete their next PM, they do the same and send it back to you.

Cloud Sync:

All data saves automatically to the cloud. Both you and your coworker always see the latest data — no file sharing needed. Just open the app from anywhere.

Quintech PM System — Revision 35
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