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How-to guide · ⏱ 15 minutes

Never miss recurring maintenance

Filter changes, inspections, renewals: create the ticket automatically every week, month or year, and nudge people if it slips.

Recurring work fails quietly. Nobody forgets the leaking sink; everybody forgets the HVAC filter. Here's how to make TicketStacker remember for you.

You'll need: a stack for the work, like Facility requests or Vehicle maintenance from the templates.

1. List what recurs

Spend five minutes writing down everything that happens on a cycle: filters monthly, fire extinguishers yearly, the walk-in deep clean weekly, vehicle oil changes every quarter.

2. Give scheduled tickets their own starting step (optional)

Recurring work doesn't need triage. In the editor's Stages, add a step; then in Automations set its Moves here to ⚡ Scheduled tickets start here, so scheduled tickets skip intake. (Statuses and steps)

3. Create a schedule for each item

On the Stacks page, click Scheduled, then + New scheduled ticket, and fill in:

  • The ticket it creates: a clear title ("Replace HVAC filters, South Lamar"), the owner, and the location.
  • Due date: days after it's created, like 7.
  • Repeats: Monthly on the 1st, Weekly on Mondays, or Yearly in March.

Click Create one now if this period's ticket is due already. (Scheduled tickets)

4. Add a reminder

In the step where the work happens, add a reminder: after 7 days, remind the owner, and repeat every 3 days. Overdue maintenance now nags until it's done.

5. Make it part of the day

Owners will see the tickets in Plan my day on Today's Stack, soonest due first.

What good looks like

Every month, check Reporting → Time since last update for anything that's gone quiet. (Reports)

Next: A 10-minute weekly review.

Related

NextMove from Google Sheets in an afternoon

Still stuck? Email hello@ticketstacker.com. A real person reads every message.