How to See a list of Annual Planner items coming due

There are several ways to see “a list of Annual Planner items coming due“. The two most common are:

1. From your logged-in account, select the Property Connection tab that view your Annual Planner items
2. Then press Inspections > Search and sort by the “Maintenance” column. From here you can either press on an inspection point to view or edit.

1. Another way is to press on your Property and Download Reports. Then select Forecast Summary of Service to generate a PDF to see what’s coming due for the next 12 months.

Note: To add additional Service Dates, press Company Settings > Inspection Types, then select the Inspection Type, then scroll to “Scheduling Details” and under Service Type drop-down select this and press ** Edit Service Types.