How do you schedule preventive maintenance visits that book themselves?
Set each maintenance plan up once as a recurring schedule with a cadence, technician and reminder. Fieldproxy books the visits ahead as real jobs on the schedule, and agreements and care plans track every visit owed, done, skipped or overdue.
This walkthrough shows preventive maintenance at Summit Home Services, a demo HVAC company: recurring job schedules that book visits ahead, the rule behind one schedule, service agreements with their planned visits, and the care plan visit list.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Create a recurring schedule
Pick the customer, the work, the cadence (every two weeks, weekly, monthly), the technician or crew and a reminder.
Let it book ahead
Visits are booked as real jobs a set number of days ahead, here sixty days, each with its own job number.
Fall back to the best available tech
If the assigned technician is busy, the best available technician is used.
Track agreement visits
Each service agreement lists its planned visits by site: done, booked, skipped with a reason, or due.
Watch care plan visits
Care plan visits have their own list of upcoming and overdue tune-ups, each one click from booking.
Questions people ask
- What is preventive maintenance software?
- Software that schedules recurring maintenance visits, books them as jobs, assigns technicians and tracks which visits each customer is owed.
- Do recurring visits book themselves?
- Yes. A recurring schedule books its visits ahead as real jobs, here sixty days ahead, with a reminder before each visit.
- Can a recurring visit go to a crew?
- Yes. A schedule can be assigned to one technician or to a crew as a unit, and falls back to the best available technician when the assigned one is busy.
- How do service agreements track visits?
- Each agreement lists its planned visits by site and number, such as visit 3 of 4, with status done, booked, skipped or upcoming.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00How do you schedule preventive maintenance so the visits book themselves?
- 0:05Set it up once as a recurring schedule. Fieldproxy books the visits ahead as real jobs, with the right technician and a reminder, and tracks the visits every agreement and care plan owes, so nothing quietly falls off the calendar.
- 0:19Here's how it looks at a demo heating, plumbing and electrical company.
- 0:26Three recurring schedules are running here, with thirteen visits already booked ahead as real jobs over the next sixty days: grease-trap jetting every two weeks, a weekly generator check, and a monthly filter change. Because the visits are real jobs, they sit on the schedule board like any other work, with the customer and the address attached.
- 0:47Open one, and the whole rule is there: every two weeks on Tuesday at seven, ninety minutes, Sam Cohen or the best available tech when he's busy, booked sixty days ahead with a reminder the day before. The next five visits are already on the schedule, each with its own job number.
- 1:04Commercial contracts live under Agreements: eight active, ninety-nine thousand dollars a year under contract, the visits due, and the renewals coming up.
- 1:14Margin and service-level performance sit right next to them, so you can see which contracts actually make money.
- 1:21Each agreement spells out what's covered, site by site and unit by unit, the preventive maintenance it includes and what it doesn't, and the visits done so far: four of eight, with the next one in January.
- 1:35The visits tab lists every planned visit: done, booked, skipped, and the next ones due.
- 1:42And care plan visits have their own list. Thirty-six tune-ups are overdue right now, each one a click from booking.
- 1:51Set it up once, and the visits keep coming. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
