PLAN THE VISIT. RECORD THE WORK.
Give every recurring visit a clear service context.
Keep maintenance contracts, equipment and service dates connected. Give the office a view of due and scheduled work, and give technicians a browser-based workflow for recording the visit.
Maintenance checklist
INSIDE THE APPLICATION
Work through the maintenance checklist.
Review maintenance tasks, add supporting photographs and record visit notes in the maintenance workflow.
BUILT AROUND THE WORK
Keep the plan, the visit and the record connected.
Organize the service plan
Connect preventive maintenance contracts and recurring service plans to the equipment they cover.
See what needs attention
Review due dates, scheduled visits and completion status in the maintenance schedule.
Keep the completion record
Record maintenance work and prepare reports and renewal documents for office follow-up.
RECURRING WORK, EQUIPMENT BY EQUIPMENT
See the service obligation behind the visit.
A maintenance date has more meaning when the office can relate it to the contract, the customer site and the equipment involved. Organize the plan around those records before the next visit is due.
- Connect maintenance contracts and equipment service plans.
- Distinguish due work from scheduled and completed visits.
- Keep the customer and service location in view.
Equipment record
FROM TECHNICIAN TO OFFICE
Make the completed visit part of the equipment record.
The service workflow continues after the technician finishes. Keep completion information connected to the equipment and prepare the reporting the office needs for follow-up and renewal discussions.
- Use browser-based technician maintenance screens.
- Record completed work against the equipment.
- Prepare maintenance reports and contract renewal documents.
Maintenance plan
HOW IT FITS TOGETHER
One thread from plan to completion.
01
Set the equipment plan
Bring the contract, equipment and service requirements together.
02
Schedule the visit
Review due work and organize the next maintenance activity.
03
Record and report
Capture completed work against the equipment and prepare the supporting report.
BEFORE YOU CHOOSE
What would you like to know?
Can we distinguish due, scheduled and completed work?
The maintenance schedule tracks due dates, scheduled dates and completion status.
How do technicians access the workflow?
Technicians use browser-based maintenance screens. Review the technician workflow in a product walkthrough.
Does the workflow support reporting?
Maintenance reports and contract renewal documents support office follow-up after the service activity.
From the maintenance quote to the next renewal.
Quote preventive maintenance
Prepare PM quotes as a distinct quote type alongside service and vendor quotes. Keep maintenance proposals visible before ongoing contract and visit coordination.
Build plans around equipment
Use plan lists and details to define equipment tasks, then organize PM records, due work and scheduled visits.
Coordinate office and technician schedules
Review the office schedule and technician schedule, perform the PM and mark the work complete.
Close the visit and prepare renewal
Print blank or completed PM forms, email the completed PM report and prepare contract renewal reports and emails.
Review your maintenance workflow, equipment by equipment.
Use an equipment plan to explore scheduling, visit records and renewals.