<!-- Create a maintenance plan that books visits for you -->
Source: https://aquasops.com/help/create-a-maintenance-plan
Last updated: 2026-10-29

> How to make a maintenance plan for a system: service, interval and lead time, and how completed visits move the due date on.

Help: Maintenance · 4 min read

# Create a maintenance plan that books visits for you

How to make a maintenance plan for a system: service, interval and lead time, and how completed visits move the due date on.

By the AquaOps team

 *[Image: A used water filter cartridge with rust-coloured sediment next to its metal mesh strainer]*

A maintenance plan says “this system needs this service every so often”. AquaOps then creates each visit ahead of the due date. Open **Maintenance** in the menu.

## Make a plan

1.  Choose **New plan**.
2.  Pick the **client, site and system**. The list shows only systems that are in use.
3.  Choose the **service** (for example maintenance or water test) and how often it repeats: days, weeks, months or years.
4.  Set the **lead time**, how many days before the due date the visit is created, and the usual **technician**.
5.  Save. The screen shows any plans the system already has, so you do not duplicate one by accident. A system can have several plans, for example a monthly filter check and a yearly membrane service.

## What happens next

-   A job is created ahead of the due date and appears on the calendar and in the technician’s day.
-   Customers are reminded for warranty, service and consumables at the days your company chose (Settings, Notifications, Reminders).
-   When the job is **completed**, the plan moves its due date on by one interval.

## Repeat a one-off job

On a job’s page you can choose **Repeat this service** (for the services that may repeat). The plan is built from the job: system, service, day and technician.

## Pause and restore

Pause a plan when a contract is on hold and restore it later. Nothing is deleted. The Maintenance page shows what is due, overdue and coming up.

See [maintenance plans](https://aquasops.com/features/maintenance-plans) for what they do.

## Questions and answers

Can any service repeat?

Only services that your company allows to repeat. By default maintenance, inspection and water tests can; installation, repair and emergency cannot.

## Keep reading

-   [Import your clients and systems from a spreadsheet](https://aquasops.com/help/import-clients-from-a-spreadsheet)
-   [Use the technician app when there is no signal](https://aquasops.com/help/use-the-technician-app-offline)

## Want to see it working on your own data?

Book a demo and we will walk through this with your kind of work.

[Book a demo](https://aquasops.com/contact) [See how it works](https://aquasops.com/how-it-works)
