Upgrade FAQ

In this article:
Do I get to keep my data after upgrading?
What if I have a really old version of the software?
Where did the equipment expirations go?
How to access Last PM Setup?

If you are upgrading from an older version of our desktop software, please review the frequently asked questions below.

Do I get to keep my data after upgrading?

Please make sure to backup your data first before performing any upgrades. When installing the latest version of the software the program will automatically convert all of your old database records over to the new version. All of your data, such as maintenance history and equipment listing, will come over into the new version.

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What if I have a really old version of the software?

If you are on Maintenance Pro 5, please contact us before upgrading to the latest version. You will need to send us a backup of your data to convert in-house. All newer versions can directly upgrade straight to version 2020.

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Where did the equipment expirations go?

These have been renamed to Renewals. You can find these from the equipment list by clicking the action button on the right (three dots) and clicking Task Setup.

Click on the Renewals tab. You can double click a row or click the pencil icon to make any edits. Press the red X to delete the renewal. Click the blue Add button on the top right to add a new Renewal record.

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How to access Last PM setup?

The Last PM setup is no longer its own pop-up window. It has been moved to the equipment Tasks screen.

To get to this screen, click the action button on the right of the equipment list (three dots) and go to Task Setup.

On the Task screen you will see columns with 'Last' in the name. These are your Last PM Setup values. You can click into these to change the values.

There is no save button on this screen. Simply closing the window with the X on the top right will save your changes.

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