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Maintenance Contract (PPM) Management
Recurring maintenance work that schedules and reminds itself.
Manage long-term maintenance agreements with recurring visit schedules and per-asset service intervals. Renewal reminders go out automatically, and visits generate themselves on schedule — no manual re-booking.
Set up once, run itself
- Weekly through annual visit frequencies, billed per-visit, retainer, or on completion
- Each linked asset can have its own independent service interval, separate from the contract's overall schedule
- Visits are created automatically when due — no manual re-booking each time
Never miss a renewal
- Automatic reminders at 30 and 7 days before a contract lapses, to you and the customer
- A completed compliance-certificate job on the same asset can trigger the next PPM renewal visit automatically
- One-click renew from the Customer CRM's Contracts tab
Full history, always visible
- Per-asset service interval, last-serviced date, and next-due date, with overdue highlighted
- Technicians see exactly which assets are due for service on today's visit, right on the job
- Linked jobs and assets visible from the contract, and vice versa from the customer's record
Free
No monthly fee. No setup cost. Use it whether or not you ever take a marketplace lead.
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