1. Coast App Help Center
  2. Maintenance Management
  3. Preventive Maintenance
Or Ask a Human

Edit a Preventive Maintenance Checklist

When you create a preventive maintenance checklist, they're saved as Templates. You can easily go back and make any edits you like to them.

Steps to edit a checklist template:

Mobile
Desktop
  1. From the home screen, click into the Work Order workspace.
  2. Click on the top middle PM_Top_Middle_136x35.jpeg.
  3. A menu will appear. Click on Workspace Details.
  4. Select Templates.
  5. Find the checklist you want to edit and click on the 3 dot icon 3_Dot_Icon_30x30.png .
  6. Click Edit and make your desired Edits.
  7. Click Save on the top right corner.
  1. On the left hand side, click into the Work Order workspace.
  2. Tap on the top middle PM_Top_Middle_Desktop.png.
  3. Select Templates.
  4. Find the checklist you want to edit and click on the 3 dot icon 3_Dot_Icon_30x30.png .
  5. Click Edit and make your desired Edits.
  6. Click Save on the top right corner.