Great feedback, Steven. Ideally we'd be able to include those manually created PM work orders in the KPI and it is something we're exploring.
Right now, the best way to accomplish that would be to look at the Purpose Code. However, because that's a user defined field, it's spelled dozens if not hundreds of different ways. And sometimes another term altogether is used to describe PM work. Another issue is changes can be made to a Purpose Code description and new clients are creating new codes every day. Even if we map all of the Purpose Codes today, that map would require frequent validation.
So it's a challenge to map all of those different user defined codes to "Preventative Maintenance".
We do have clients that are starting to create their own custom dashboards, and in those scenarios it's much easier to define which work orders are PM.
That being said, your core idea is something we're investigating. It's a great challenge for our data scientists to tackle.