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How do I do the monthly upkeep?

Fifteen minutes on the same day each month keeps every tool current.

Narrated video with captions, 36 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: The monthly upkeep takes fifteen minutes. Do it on the same day each month, with the same person.

    The monthly upkeep takes fifteen minutes. Do it on the same day each month, with the same person.

  2. Step 2: Write the owner and the day in section seven. At Brightline, Maria checks it on the first Monday of each month.

    Write the owner and the day in section seven. At Brightline, Maria checks it on the first Monday of each month.

  3. Step 3: Update any prices, services or hours that changed. Read last month's customer questions for anything new, and update any process that changed.

    Update any prices, services or hours that changed. Read last month's customer questions for anything new, and update any process that changed.

  4. Step 4: Reload the file in every tool, ask each one three questions, and fill in a line of the upkeep log. Then write today's date as last updated in section seven.

    Reload the file in every tool, ask each one three questions, and fill in a line of the upkeep log. Then write today's date as last updated in section seven.

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