Scheduling Preventive Maintenance
Preventive Maintenance (PM) schedules ensure equipment is serviced regularly before breakdowns occur.
Creating a PM Schedule
- Go to Operations > Preventive Maintenance
- Click New PM Schedule
- Select the asset or equipment
- Set the frequency: daily, weekly, monthly, quarterly, yearly
- Define the checklist items for each service
- Assign responsible team or technician
- Set the start date and activate
Auto-Generated Work Orders
When a PM schedule is due:
- A work order is automatically created
- The assigned technician receives a notification
- The checklist is attached to the work order
- The technician completes each step and uploads evidence
Checklist Items
Each PM checklist can include:
- Inspection items (visual check, measurement, test)
- Maintenance tasks (clean, lubricate, replace filter)
- Photo requirements for critical steps
- Pass/fail criteria
- Notes field for observations
WhatsApp Integration
Technicians can:
- Receive PM reminders via WhatsApp
- Complete checklist items by sending updates
- Upload photos of completed maintenance
- Report any issues found during PM
PM Compliance Tracking
- Track completion rate across all PM schedules
- View overdue PM items on the dashboard
- Generate PM compliance reports for audits
- Identify equipment with recurring PM failures
Usage-Based PM (Advanced)
For equipment tracked by meter readings:
- Set PM triggers based on usage hours or cycles
- Auto-generate work orders when threshold is reached
- More accurate than time-based scheduling
Tips
- Start with critical equipment (HVAC, generators, lifts)
- Use manufacturer-recommended service intervals
- Review and adjust PM frequency based on equipment condition
- Link PM schedules to asset warranty requirements