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Getting started with Preventative Maintenance
Getting started with Preventative Maintenance

Keep track of Preventative Maintenance and Service for client assets

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

New feature - Request a demo

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 P.M Insight you need to also be using AssetINSIGHT . These features are an add on to your existing plan, contact us to upgrade.

The Preventative Maintenance Module has many advanced options that can be customised to suit your workflow. Book in a free demo to see how it can work for you.

Book a P.M INSIGHT demo

Contracts list

Showing test due with Status, monthly or weekly

Technician View

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

Scheduler - Job page

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

Scheduler contract details

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

  1. Book a 15 mins chat

  2. Upgrade to P.M Insight

  3. Configure your Service tests

  4. Add a Preventive Maintenance Contract

  5. Schedule the PPM jobs

  6. Complete a Preventive Maintenance test in the field

  7. Check PPM Progress and send a report to the customer

  8. Log a defect on an Asset in the field (Mobile)

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