Your Inventory list in Chintaro is a register of items or assets within your Properties. Usually this is limited to major appliances (such as ovens, air conditioners, hot water systems etc.) but the Inventory you keep in Chintaro can be as detailed as you like.
All Properties in Chintaro must have at least one Inventory Item called General, as Inventory Items are linked to creating Maintenance Tasks. Even if you have a detailed record of your Inventory Items in Chintaro, there will be some maintenance that is not tied to a major appliance (EG leaking tap), where you will assign the maintenance request to a general Inventory Item.
Creating an Inventory Item will save you time when you raise a Maintenance Task, as the fields you populate in the Inventory Item will default on the Maintenance Task.
Viewing an existing Inventory ItemTo view the existing Inventory Items in a Property, from the Home Screen, click Properties, then Manage Properties and double click on the Property you want to view the item for.
Adding a new Inventory Item to a Property
To add a new Inventory Item to a Property screen, from the Home Screen, click Properties, then Manage Properties and double click on the Property you want to add the item to.
Then, click the Inventory button (in the blue buttons at the top of the screen). To add an Inventory Item click the button. An empty Inventory Item screen will open.
The Inventory Item fields are as follows:
Item Name: The name of the item (EG Washing Machine)
Item Type: Is used to record what type of item it is (EG Washing Machine). Used in reporting.
Item Group: Is used to record what group of appliances the item belongs to (EG Whitegoods). Used in reporting.
Serial Number: Enter the Serial Number of the item.
Item Location: Is used to record the location of the item within the Property. Select from drop down list.
Trade Type: Is used to indicate the type of Tradesperson that will complete the maintenance on the item (EG Plumbing)
Maintenance Type: Is used to record the type of maintenance that the item will require. Usually, this will be Responsive (when something breaks, and you need to get it fixed). If you are entering cyclical items such as Smoke Alarm Checks, select Cyclical from the drop down list.
Works Type: Is used to classify the item for forecast maintenance or long-term scheduled upgrades.
Trades Person: Is used if there is a particular Trades Person or company that will be responsible for maintaining the Inventory Item. If this item will be maintained by many Trades People, or you do not want to assign one particular Trades Person, leave this field blank.
Urgent: If you add an urgency to an Inventory Item, this urgency will pre-populate when selecting the item in a Maintenance Task.
Estimated Amount: The estimated amount to fix the item. If included, this will be pre-populated on the Maintenance Task in the Completion Details > Costs > Estimated Cost section.
Make, Model, Capacity, Supplier: Enter the make, model, capacity and supplier of the item.
Warranty Expiry: Is used to record the date the warranty on the item will expire.
Purchase Date & Purchase Price: Is used to record the date and cost when the item was purchased and the price f the purchase.
Replacement Cost & Replacement Date: Is used to estimate when the item will require replacement. Enter the estimated cost and date in these fields.
Maintenance Instructions: Is used if you will have specific maintenance instructions about the item. This will pre-populate in the Maintenance Task:
Access Instructions: Is used if you have specific access instructions regarding the location of the item.
Cyclical Maintenance on this Item: These fields are used for Cyclical Maintenance (Maintenance to occur on a recurring basis) and include the Maintenance Cycle which is used to set up Cyclical maintenance on the item and the First Maintenance which is used to identify the date of first maintenance when setting up Cyclical Maintenance, and finally, the Work Order Number which is used to link the Work Order number of the Cyclical Maintenance Task:
Maintenance Schedule: The Maintenance Schedule will show the history of maintenance performed on this item.
Related Links: As with other screens in Chintaro, you can add related links that are stored on your PC to specific Inventory Items (EG Warranty Details or Instruction Booklet).
Inventory Items eLearning Video