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.




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.




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!)


You must have Power User permission to access the Planned Maintenance module. See Permissions for more information.






Please specify your root page under the Page Tree settings