FieldInsight

If you have a maintenance contract for a client that you need to keep running you are going to love our new module. 

PreventativeINSIGHT allows you to easily keep track of all your contractual agreements for your client.   

Easily plan weekly, monthly and annual maintenance schedules in FieldInsight. 

To use <a href="https://www.fieldinsight.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">P.M Insight</a> you need to also be using <a href="https://www.fieldinsight.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">AssetINSIGHT</a> . These features are an add on to your existing plan, <a href="https://www.fieldinsight.com/contact-me/" rel="nofollow noopener noreferrer" target="_blank">contact us</a> to upgrade. 

The Preventative Maintenance Module has many advanced options that can be customised to suit your workflow. <a href="https://calendly.com/fieldinsight-demo-team/schedule?back=1&amp;month=2020-11" rel="nofollow noopener noreferrer" target="_blank">Book in a free demo</a> to see how it can work for you.

Showing test due with Status, monthly or weekly

Showing all tests to do on this job, with status and due date

Showing Asset tests by category and type, monthly or weekly view, with options to automatically build the PM plan and schedule all jobs 

Steps to get started with Preventive Maintenance

Upgrade to <a href="https://www.fieldinsight.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">P.M Insight</a> 

<a href="https://help.fieldinsight.com/en/articles/2793508-how-to-setup-an-asset-test" rel="nofollow noopener noreferrer" target="_blank">Configure your Service tests</a>

<a href="https://help.fieldinsight.com/en/articles/5118522-add-a-preventive-maintenance-contract" rel="nofollow noopener noreferrer" target="_blank">Add a Preventive Maintenance Contract</a>

<a href="https://intercom.help/scheduleflow/en/articles/4728277-scheduling-maintenance-jobs" rel="nofollow noopener noreferrer" target="_blank">Schedule the PPM jobs</a>

<a href="https://intercom.help/scheduleflow/en/articles/4782824-how-to-complete-the-maintenance-service-in-the-field" rel="nofollow noopener noreferrer" target="_blank">Complete a Preventive Maintenance test in the field</a>

<a href="" rel="nofollow noopener noreferrer" target="_blank">Check PPM Progress and send a report to the customer</a>

<a href="https://help.fieldinsight.com/en/articles/5005432-log-a-defect-on-an-asset-in-the-field-mobile" rel="nofollow noopener noreferrer" target="_blank">Log a defect on an Asset in the field (Mobile) </a>

1. <a href="https://calendly.com/fieldinsight-customer-success/15min-review-chat?back=1&amp;month=2020-11" rel="nofollow noopener noreferrer" target="_blank">Book a 15 mins chat</a> 
2. Upgrade to <a href="https://www.fieldinsight.com/pricing/" rel="nofollow noopener noreferrer" target="_blank">P.M Insight</a> 
3. <a href="https://help.fieldinsight.com/en/articles/2793508-how-to-setup-an-asset-test" rel="nofollow noopener noreferrer" target="_blank">Configure your Service tests</a>
4. <a href="https://help.fieldinsight.com/en/articles/5118522-add-a-preventive-maintenance-contract" rel="nofollow noopener noreferrer" target="_blank">Add a Preventive Maintenance Contract</a>
5. <a href="https://intercom.help/scheduleflow/en/articles/4728277-scheduling-maintenance-jobs" rel="nofollow noopener noreferrer" target="_blank">Schedule the PPM jobs</a>
6. <a href="https://intercom.help/scheduleflow/en/articles/4782824-how-to-complete-the-maintenance-service-in-the-field" rel="nofollow noopener noreferrer" target="_blank">Complete a Preventive Maintenance test in the field</a>
7. <a href="" rel="nofollow noopener noreferrer" target="_blank">Check PPM Progress and send a report to the customer</a>
8. <a href="https://help.fieldinsight.com/en/articles/5005432-log-a-defect-on-an-asset-in-the-field-mobile" rel="nofollow noopener noreferrer" target="_blank">Log a defect on an Asset in the field (Mobile) </a>

New feature - Request a demo

Contracts list

Technician View

Scheduler - Job page

Scheduler contract details

Steps to get started with Preventive Maintenance