Overview

Overview & Introduction

Property Maintenance Plus ( PMP ) collects, tracks and reports property maintenance, its costs and when subsequent maintenance tasks are due.

Appropriate for single-family homes, townhomes, duplexes and helpful for property managers tracking multiple properties and multiple owners.

An an example of maintenance is: Your property furnace needs service by a heating and cooling contractor.

PMP maintains component databases that are used to assemble a maintenance transaction. For example, a provider database ( like a contractor ), a task data base ( like furnace service, roof repair, ) property database ( could be your house, another house you own but rent to another person etc. ) and an owner list. All the component databases are reusable which eliminates repetitive data entry.

Maintenance and component database data is saved and used to document and plan maintenance. It identifies overdue maintenance, provides on-screen reports, printed reports and reminders.

Popup menu ( except those for creating maintenance data ) progressive data filtering drills down to specific data needed. "Data Filtering" on the "Add/View/Delete Maintenance" tab provides a detailed description.

Property Maintenance Plus imports Property Maintenance Tracker data. Please review the "Import PMT Data" instructions carefully before using the import.

Maintenance Data is comprised of reusable components:

Owners are entities( often people but could be a corporation, trust name etc. ) which own the properties. They consist of the owner's name, address and other contact information. At least one owner must be created to add maintenance. For example, for maintenance on your own residence, your own name or trust name could be used as the owner.

Properties identify where the maintenance was performed. At least one property must be created to add maintenance. An example might be your own residence. A property must designate its owner.

Tasks identify what maintenance was performed and the Task Date identifies when. Task examples are: air conditioner maintenance/repair, water heater replacement etc.

A default list of tasks is provided. Any of the default tasks may be deleted and your own added.

Providers identify which company or person performed the maintenance. An example might be a local Heating and Cooling contractor

Costs identify how much was paid to complete a task. Total cost is the total of Parts/Supplies Cost, Labor Cost and Taxes.

Main Window - Consists of four(4) tabs; each of them provides related but distinct functionality

The Add/View/Delete Maintenance pane provides four basic functions:

Adding new maintenance via the block of data entry fields labeled "Add/View/Delete Maintenance"
Delete maintenance from the list on the bottom of the screen by first double-clicking a list item to activate the delete button and populate the data on the top area.
Changing a maintenance list items starts with the same double click on a list item as deleting. Then make the changes to the data and press the Change button.
Pressing a filter button limits the maintenance list to the subset specified on the Filter panel.

Filtering applies to maintenance data only, so it is available only after maintenance has been added.

Maintenance Due Pane

Displays the dates when the next maintenance is due for specific owners, tasks and properties.
Filter using the owner/property/task pop-up menus followed by pressing the "Show" button.
In addition to filtering, different task views are available via the three radio buttons
This pane is effectively inoperative if maintenance data has not been entered via tab one.

Costs

Shows the Total Cost, Average Monthly Cost, Total Distance and Average Monthly Distance for a selected Owner, property, task and date range
This pane requires the data entered via tab 1. If maintenance has not been entered on tab 1, the popups will be empty.

Reporting

Report formats available are:

Sorted alphabetically by owner, Property with tasks for a Property also sorted alphabetically. Task dates are sorted in reverse chronological order within service task
Task date sorted in reverse chronological order with Property and task sorted alphabetically.
Provider sorted alphabetically with properties sorted alphabetically and task dates in reverse chronological order

Reports of just the component databases ( owner, property, provider and task ) are available.

This pane is effectively inoperative if maintenance data has not been entered via tab one

PMP Menu

• About PropertyMaintenancePlus:	Displays version number of PMP, registered user name
• Import PMT Data…	Facilitates import of PropertyMaintenanceTracker(PMT) Data into PMP
• Goto PropertyMaintenancePlus Web Page	Opens the default web browser and goes to the PMP web page. Requires a live internet connection

Help Menu

• PropertyMaintenancePlusHelp	This Help
• Show Data Files in Finder	Open a Finder winder where the PMP data files are stored

Date Display - PMP uses the System Preference "short" date ( see International prefs, format tab ) to display dates. It expects a 10 character format ( or 8 if leading zeros are suppressed ) such as that shown below. The format shown is mm/dd/yyyy but any 10 character format is fine ( i.e. dd/mm/yyyy as in Europe or yyyy/mm/dd )