To create a Location-type Asset with associated Location Maintenance, the process relies on the link between the Location Type and the Maintenance defined for that space. Once this configuration is complete, all locations that share that type will automatically inherit the associated maintenance tasks, with no need for any individual setup.

Before you start

Make sure you have:

  • Administrator permissions to access the Settings menu
  • At least one building and one 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

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

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

Step 2: Associate the Type with the Location

  1. In the left-side menu, go to Settings.
  2. Select the Buildings option.
  3. Select the relevant building and open the location you want to configure.
  4. Click Edit and, in the Type field, choose the type you created in Step 1.
  5. Save your changes.

Step 3: Link the Type to Location Maintenance

  1. Go back to the Settings menu and, in the Maintenance area, click Settings.
  2. Open the Location Maintenance section.
  3. Select the maintenance routine you want to apply and click Edit.
  4. In the list of types, check the box for the type you created and save.

What happens next

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