Preventive maintenance that plans a portfolio, not a site

Schedule once, apply everywhere

Maintenance plans are defined by what the asset is and how often the OEM says to service it: quarterly battery inspections, six-monthly HVAC services, annual thermography. Apply a plan to a site and the work orders are generated with the right dates, the right type and the right form attached.

Plans that run per circuit or per string generate one visit per circuit while still counting as one maintenance plan, so the schedule reflects the work and the reporting reflects the programme.

Every visit carries its form

A scheduled job with no form is a diary entry. In ClearDeskPro each maintenance plan says whether a job form is required and which one, so the technician arrives with the correct checklist and the completed record is comparable year on year. Renaming a plan does not orphan its form, and an admin editing a form does not silently change what a technician has already half-completed.

Compliance you can prove

For a client, an insurer or a warranty claim, the question is rarely "did you do it" but "show me". Because every scheduled visit produces a completed form with timestamps, photographs and the technician's name, the annual programme can be evidenced without assembling anything by hand.

• See the whole planned year across every site in one view.
• Spot the sites that are behind before the client does.
• Show which plans ran, when, and by whom.

Spares audits as scheduled work

Stock only stays accurate if somebody counts it. Spares audits can be scheduled like any other preventive visit, and the count feeds straight into the stock position used by ordering and reporting, so the parts figures are as current as the last audit rather than as current as the last guess.

Common questions

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