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Planned Preventive Maintenance Software

Boost the efficiency of your business and plan preventative maintenance at multiple customer sites.

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Setting up planned preventive maintenance contracts is one of the most time-consuming activities carried out by building services companies. It involves the collection of lots of data which then needs to be carefully planned into a schedule to ensure compliance. Engineering resources need to be considered to make sure that the work can be done without compromising other work such as reactive calls and projects. The outcome of the work then needs to be reported back to the client in order for invoices and payment to be approved. Joblogic can help to manage this process efficiently, saving time and money.

Asset register view within Joblogic PPM module

Keep Organised Asset Registers

The key to accurate maintenance planning is an organised asset register. When taking over a planned maintenance schedule on a site, it's typical to be given an asset register that is incorrect. Joblogic's planned maintenance software (also known as CMMS software) enables your engineer to survey a building and collect the asset data on their mobile app. They can even QR code each asset and record model, location, serial number and installation date. If you need to plan out maintenance to a standard, using SFG20, we can import the task data for each asset. This means that when your engineers carry out the maintenance they will be able to see all of the associated tasks for each asset on their planned maintenance app.

View planned maintenance schedules of all engineers

Create an Efficient Maintenance Schedule

Joblogic allows your schedulers to select the frequency of visits for each specific customer site. So whether it's daily, weekly, monthly or quarterly planned maintenance, the job scheduling system will create these visit dates for you. Once you've got your visits planned in, it's easy to allocate assets or equipment to each one. Joblogic stores a forecast time for each asset so you can see exactly how long a job should take - this allows you to allocate your resources accordingly. Once a schedule is created, Joblogic preventive maintenance software will generate new visits which can be easily dispatched to your engineers at the click of a button.

Log jobs for planned maintenance

Deliver Task-Driven Maintenance

For some contractors, preventive maintenance planning can be fairly simple. Soft field maintenance providers, such as landscaping companies, will deal more with task-driven maintenance and won't be concerned with a customer's assets. If this is the case, simply select your visit frequency for each site and enter the tasks that need to be completed each time. These could include cleaning jobs or site inspections, for example.

Tasks with more importance can be marked as mandatory. This means that engineers won't be able to complete a job unless the task(s) has been marked as completed or a reason has been provided for why it could not be completed.

Manage all PPM contracts with billing capabilities

Bill & Renew Your Contracts Easily

Billing your maintenance work with Joblogic is so simple. Our contract billing feature means you can set up a regular invoice based on a frequency to a customer for one or many sites, create a fixed price against each maintenance visit so that you can invoice them each time upon completion or select the no billing option if no invoicing is required. Invoices can also be marked with the billing type "In Advance" or "In Arrears".

If your planned maintenance is part of a fully comprehensive contract, you can easily record the costs of the maintenance to your business but not invoice the actual job. Once a maintenance schedule is set up it's also really easy to renew it. At the end of the term, you can review the schedule and roll the dates on for the following year. People responsible for renewals can look in detail at the profitability of each contract using our powerful contract performance reports.

Enjoy a flexible approach to managing contracts with the option to suspend PPM contracts. Users can freeze the contract and prevent the generation of new jobs, visits and invoices until the contract has been re-activated.

Create and store PPM quotes within Joblogic

PPM Contract Quotes

Professional quotes and estimates are essential when it comes to winning new contracts. With Joblogic’s PPM Quotes module you can attach supporting notes, files and images to your estimates, as well as easily share contract quotes with your customers via email, a portal link or via our customer portal. Joblogic helps you to speed up quote approval, as once your estimates are complete, you can get immediate client approval. In addition, our PPM quoting software allows you to customise your contract quotes so that they match your brand and messaging. Once a quote has been completed and accepted, you can immediately convert it to a job within the Joblogic system, automatically encompassing all of the quote's details and saving you further time and hassle. From your real-time Joblogic dashboard, you can monitor all of your quotes and estimates.

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