# Care & maintenance: never forget filters, oil, batteries and updates

Not every recurring job on a tool is an inspection with a report: the filter on the A/C service unit needs changing every six months, the oil in the compressor needs checking, the cordless screwdriver batteries need charging and the diagnostic tester needs updating; torque wrenches should be set to their lowest value after use. With **Care & maintenance** Tulz reminds you – with interval, checklist, due date and history.

![Care & maintenance: due and upcoming tasks](https://tulz.work/hilfe/bild/pflege-und-wartung.webp?l=en&v=1a0bdbe8)

### Step 1: Add a maintenance task to a tool

1. Open the tool and scroll down to the **Care & maintenance** section (directly above the inspection history).
2. Tap **Add maintenance task**.
3. Enter the **Task**, e.g. "Change the filter on the A/C service unit".
4. Choose the **Interval** – number and unit: days, weeks or months (e.g. 6 months, 2 weeks, 1 day).
5. Optionally set the **Next due** date – for instance if the filter has only just been changed. If you leave it empty, today plus the interval applies.
6. Optionally add a **Checklist** – one item per line, e.g. "Filter drier replaced", "Vacuum pump oil checked", "Date noted on the unit" – and a **Note**, such as where the spare filter is kept.
7. **Create**.

Everyone with the permission *Create and edit tools* – tool crib, foremen and administrators – may create, edit and complete tasks on the tools of their site. Everyone else can only view the tasks.

### Step 2: For a whole category – the template

If the task applies to all units of one kind, tick **Create for all tools in category …** when adding it. Tulz then creates it on every tool in this category – and on every new tool that is later created, imported, duplicated or booked in on goods receipt of a purchase order with this category. With several sites the template applies to the tool's site; head office can also create it for all sites.

All templates are listed under *Care & maintenance → Templates per category*. There you can also create templates directly (choose category, task, interval, checklist), change them – title, interval, checklist and hint then apply to all tasks created from them – or delete them, optionally together with the tasks on the tools. The history is always kept.

### Step 3: See what is due

- On the **tool page** every task shows its due date: **overdue** in red, **due today** in yellow, otherwise the date.
- The **Care & maintenance** overview groups everything in tabs: **Due** (overdue and today), **Next 30 days**, **All tasks**, **History** and **Templates per category**. Filter by category, search term (number, tool or task) and – at head office – by site.
- Every morning the tool crib and foremen of each site get a **notification** when tasks become due today or overdue since today; on Mondays there is also a reminder of everything still open. The notification "Maintenance tasks due" can be switched on and off under *Notifications* (bell → "All notifications and settings").

### Step 4: Record as done

1. Tap **Done** next to the task – on the tool page or directly in the overview.
2. Tick the items on the **Checklist**.
3. Optionally add a **Note** ("Filter was very dirty") and change the date if the work was done earlier.
4. **Record as done**.

Tulz calculates the next due date from the day it was done. If not all items are ticked, it is still recorded – with a note of how many are missing. Recording an older completion later does not move the due date.

### History and timeline

Every completion is listed with date, staff member, note and ticked checklist in the **History** on the tool page, in the **History** tab of the overview and in the tool's **Timeline**. If a task is deleted, its completions remain in the history. If the tool is deleted, its tasks and history go with it.

### Tips

- Unit temporarily out of service? Untick **Active** under **Edit** – the task is paused and does not appear in any list.
- Care is not an inspection: for calibration, electrical safety testing and test equipment monitoring with a report and badge, use *Inspections*.
- Retired and lost tools do not appear in any maintenance list.
- The *Monthly report* lists the overdue maintenance tasks of the previous month.

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Source: https://tulz.work/en/help/article/care-and-maintenance · As of 2026-10-22 · Tulz