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Task types

When creating a maintenance plan, you can add different types of tasks depending on what needs to be planned or tracked.
There are three main task types:

  1. Repair, maintenance or servicing

  2. End-of-life replacement for an existing item

  3. End-of-life replacement for an item to be installed in the future

Each task type captures slightly different information, helping you plan and budget accurately.

1. Repair, maintenance or servicing

Use this type for any routine or reactive maintenance work — for example, annual boiler servicing, lift inspections, or emergency repairs.

You’ll be asked to enter:

  • Frequency – how often this task needs to occur (e.g. yearly, etc.).

  • Next due date – the date when the next instance of this task is due.

  • Cost – the estimated cost of completing this task each time.

This task type helps you plan for regular or recurring maintenance activities and manage ongoing service costs.

2. End-of-life replacement for an existing item

Use this when an item is already installed and will need to be fully replaced after a certain number of years — for example, replacing a roof, a boiler, or flooring.

You’ll be asked to enter:

  • Life span – the number of years the item is expected to last before needing replacement.

  • Next due date – the year when the next replacement is expected to occur.

  • Cost of replacement – the expected cost to replace the item when it reaches the end of its life.

This helps you forecast future capital expenditure for existing assets.

3. End-of-life replacement for an item to be installed in the future

Use this type for items that are not yet installed but will be added later — for example, a new lift being installed next year or a solar panel system planned for a future upgrade.

You’ll be asked to enter:

  • Life span – how long the item is expected to last before needing replacement.

  • Next due date – the year when the first replacement will be needed.

  • Cost of replacement – the cost to replace the item at the end of its life.

Note:
The key difference from an existing item is that the initial installation cost of a future item is a capital expenditure and will not appear on your maintenance plan.
However, any future replacements or repairs related to this item will appear once the item has been installed.

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