To create a Location Asset with associated Soft Maintenances, the process is based on linking the Location Type to the Maintenance defined for that space.

Once this setup is complete, all locations with that location type will automatically inherit the associated maintenance tasks, with no need for any individual configuration.

Before you start

Make sure you have:

• Administrator permissions to access the Settings menu

• At least one building and location already created in your account

• A clear idea of which maintenance routines you want to associate with each location type

Step 1: Create the Location Type

• In the left-side menu, go to Settings.
• Navigate to Buildings > Locations and Types and select Location Types.
• Create the Location Type you need (for example: Classroom, Corridor, Restroom, or Meeting Room).

Tip: Use clear, standardised names for your location types. This makes it easier to scale your setup as you add more buildings or locations.

Step 2: Assign the Location Type to a Location

• Open the Buildings app from the left-side menu.
• Select the relevant building and open the location you want to configure.
• Click Edit and, in the Location Type field, choose the type you created in Step one.
• Save your changes.
  
  

Step 3: Link the Location Type to a Soft Maintenance

• Return to the Settings menu and, under the Maintenance area, click Settings.
• Open the Soft Maintenances section.
• Select the maintenance routine you want to apply and click Edit.
• In the list of location types, tick the box for the type you created and save.
  
  

What happens next

Once these three steps are complete, everything works together automatically. Because the location already has a location type assigned, it inherits the associated maintenance tasks straight away. From that point on, whenever you create a Planned Job for that area, the relevant maintenance tasks are linked automatically — no manual adjustments needed.