Run periodic services efficientlywith scheduled maintenance
Build long-lasting customer relationships through smart, preventive maintenance solutions that you can handle effortlessly with Zoho FSM.
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- Set up daily, monthly, weekly, or yearly plans
- Create work order templates with complete data
- Set up templates for service appointments
- View details of upcoming and completed services
What is scheduledmaintenance?
Scheduled maintenance is a proactive approach to maintaining equipment, systems, or facilities by performing regular inspections, services, and repairs at predetermined intervals. The goal is to prevent unexpected breakdowns and extend the life span of assets to ensure smooth operations. Scheduled maintenance typically services based on a planned calendar or usage-related milestones.
Create maintenance plans for periodic services
Offer proactive maintenance services by setting up regular maintenance schedules. You can choose daily, weekly, monthly or yearly intervals and pick specific days or dates for the service. You can also adefine when work orders and service appointments should be created to give you enough time to organize resources and plan your schedules in advance.
Set up templates for work order generation
Define a work order template for your maintenance service by including customer details, asset information, preferred service times, and required parts or services. The work orders will be automatically generated at the scheduled intervals to ensure smooth and timely maintenance without any hassle.
Define templates for recurring service appointments
Set the date and time for maintenance activities using the service appointment template by adding start and end times. You can also assign the job to an agent or crew directly in the template. Service appointments are created automatically at the specified intervals and can be easily viewed and dispatched from the Dispatch Console.
View upcoming schedules and histories
Access details of the service dates and batch creation days in each maintenance plan. View upcoming services and history of service records that have been auto-generated. The timeline provides access to batch records, work orders, and service appointments, helping you keep everything organized and easy to track.
