Complete a preventive maintenance inspection

When you're assigned a preventive maintenance (PM) visit, it runs as a single inspection — the same readings, photos, and pass/fail checks you use on any other job, not a separate checklist. If you've completed one inspection in Thermal, you already know the shape of this one.

Steps

1. Open the job for the PM visit and start the work. Once the job is in progress, its Inspection card offers Start inspection; pick from the checklists your company set up if you're offered more than one. A linked unit is not required.
2. Work through each item: readings get typed in, pass/fail and yes/no checks get tapped, and any item that calls for a photo will prompt you for one before it lets you move on.
3. Flag anything that failed or looked off, even if it's outside what the checklist explicitly asks — a note here is what turns into a follow-up quote instead of a problem nobody catches until the next visit.
4. Get a signature from whoever's on site once you're done, and complete the inspection.

What happens after

Completing the inspection saves its results with the job. If a unit is linked to the job, the results also go into that equipment's history, so the next technician (or the next PM visit) can see what was found this time. Then finish the job the usual way — see Close out a job.