When you have a plan for checking your equipment or maintaining clean rooms, it becomes easier to manage assets and extend their service life.
The Planned Maintenance module in Service Automation simplifies this process by scheduling services like janitorial, pest control, and electrical maintenance without requiring your constant involvement. ServiceChannel ensures smooth operation of work orders, notifies providers of upcoming work, and alerts you if any issues arise.
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| For a quick orientation to the new layout of the Planned Maintenance module and some FAQs, jump on over to Navigating Planned Maintenance 2.0. |
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Work orders created under the PM module differ from those created under the Service Request module or Dashboard. When configured, work orders may automatically dispatch to the assigned contractors, and automatically invoice as well.
In the updated Planned Maintenance module, you have two main pages:
- Overview: Create, view, schedule, and report out on your PM services and frequencies.
- Templates: Upload PM work orders in bulk, such as special projects or non-recurring PM services. (This is the same PM Templates section you are already familiar with!)
setup | setup | Planned Maintenance Setup in 4 Steps
Planned Maintenance setup consists of 4 steps:
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information about a PM service, such as description, category, trade, priority, and others.
Add a new Frequency. Select how often and when you want your service to be repeated. For example, you want the floor cleaning maintenance to happen 2 times a week on Mondays and Thursdays in summer.
Select Locations. Attach locations to the frequency the services should be performed. For example, a regular floor cleaning must be performed at 2 restaurants in Brooklyn.
Add Assets. Link PM services to the corresponding assets. Let’s say you have the HVAC appliances or dishwashers that require annual inspection at your restaurants. Link those assets to the PM service. |
