Set Up Preventive Maintenance
Create recurring maintenance plans that raise their own work orders before each due date.
Create a maintenance plan
- Go to Field Service > Preventive Maintenance and choose New maintenance plan.
- Give the plan a title, for example Annual boiler service.
- Search for the asset to maintain. The customer is taken from the asset.
- Optionally choose the technician who should get the work.
- Choose how often it repeats (every week up to every year) and the next due date.
- Under What needs doing, list the steps, parts and checks. This text is copied onto every work order.
How work orders are raised
Each day, Plenix raises a work order for every active plan due within the next week, then moves the plan on to its next due date. Open a plan to raise its next work order straight away.
Plans are marked Due soon or Overdue so you can see what needs attention. Pause a plan to stop it raising work orders, or archive it when the asset is retired.
Where to go next
- Understand the whole module → How Field Service Works
- Next in this module → Create Job Templates
- Create a Work Order
- Schedule and Dispatch Jobs
- See where this fits in the bigger picture → How a Request Becomes a Resolved, Billed Ticket
Was this article helpful?