Live Webinar

Preventive Maintenance In Clue, End To End

From Setup To Service, Know Every Part Of The Workflow.

Thursday, September 3, 2026

10:00 AM Los Angeles / 1:00 PM New York

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Free recording sent to all registrants

Why it matters

A PM plan does two jobs.

It sets the schedule, and it tells you what is due right now.

In this 45-minute Clue Thursday, Tim Shald and Nic Ruiz build a PM plan from an empty screen and then run it. You'll see how to choose the assets it covers, set intervals on hours, miles, and dates, attach checklists, read PM status across the fleet, turn a due service into a work order, and reset it once the work is done.

Meet the people behind the session

Tim Shald

Implementation Manager, Clue

Nic Ruiz

Enterprise Account Executive, Clue

Follow one PM plan from setup to completed service

A practical walkthrough of Preventive Maintenance, from building the plan to resetting a completed service.

Equipment management settings icon

Build The PM Plan

Start a new plan, name it, describe it. Copy an existing plan when the new one is close to something you already run.

Add equipment asset icon

Choose Which Assets It Covers

Assign the plan by asset type, product class, make, model, or individual assets. Exclude rental assets and anything that should sit outside the plan.

Asset record options list icon

Set The Service Schedule

Add each service and set its interval. Engine hours, odometer, calendar date, or whichever comes first. Set how far ahead a service shows as upcoming. Attach the PM checklist or inspection. Set a service to repeat every few times another service is performed.

Search and bulk update equipment icon

Read PM Status Across The Fleet

Good standing, upcoming, and overdue. Current usage, usage remaining, and the projected due date based on recent usage. Filter by plan, service, shop, crew, or geofence, and see the same status on the map.

Work order icon

Turn A Due Service Into A Work Order

Create a work order from a due service. Add services to a work order that is already open. Combine several due services into one. Or let Clue create it for you.

Service reset icon

Reset The Service And Keep The History

Reset the service once the work is done. Review usage at the last reset, who reset it, and the full history. Correct a reset that should not have happened.

Live questions and answers icon

Your Questions, Live

Bring questions about Preventive Maintenance and how your team runs it in Clue.

Built for the people who keep services on schedule

Maintenance managers, shop supervisors, fleet managers, equipment managers, and anyone responsible for keeping services on schedule.

Equipment managers
Fleet managers
Maintenance managers
Shop supervisors

The essentials

Thursday, September 3, 2026
10:00 AM Los Angeles · 1:00 PM New York
45 minutes
Maintenance
30-minute walkthrough + live Q&A
Sent to all registrants

Save your seat for the live session

45 minutes · Walkthrough + live Q&A · Recording sent to all registrants

Can’t attend live? Register now. We’ll send the recording.