Preventive Maintenance (CMMS)

  • Schedule activities for single or multiple assets
  • Schedule activities without linking any asset as well
  • Create multiple schedules for multiple assets using our built-in spreadsheet tool or by uploading using our Excel template
  • Create your own activity types like insurance renewal, monthly calibrations, weekly service or daily inspections, or any activity that suits your business
  • Classify these activity types based on the spend – amount to be paid (when you pay to a vendor for an activity), amount to be received (when your customer pays you for an activity) or no amount associated
  • Define occurrence of the schedule as daily, weekly, monthly, yearly or custom
  • Ability to create one-time schedules that create only one activity for a given date and time
  • Assign the entire schedule to a user
  • Attach files and add descriptions for schedules along with the start and end dates of a schedule
  • Set your frequency for receiving reminders and alerts for the activities in a schedule
  • Set default values for activities that will be generated within the schedule
  • Add additional custom information to be stored with the schedules
  • Update or delete all active schedules from a separate Open Schedules Report
  • Get notifications and emails whenever the activity approaches – these are automatically sent to the assignee as per the reminder frequency set
  • Pending Activities page shows a list of activities which can be filtered based on activity types and assignee
  • Color coding for activities – Red for already due, blue for activities in future and black for activities that are pending today
  • Activities are shown according to the user roles and permissions
  • Update assignee, next due date, amount for a single or multiple activities
  • Save activities with updated details – activities get completed only when they are marked as done
  • Attach inventory items with an activity – items included are drawn automatically from the inventory
  • Close multiple activities at one time with options to apportion costs
  • Export pending activities into excel
  • Create Work Orders as PDF for each activity to keep physical records
  • Option to view deleted activities, in case activities are deleted by any one
  • Manage columns shown on the pending activities grid – include custom information or re-arrange the order of information shown
  • Separate report for Activities Completed – See all the activities that have been marked as done with all the information related to that activity
  • Get a total of amount spent on completed activities
  • Filter activities completed based on Activity Type, Assignee, Asset Category, Asset, Vendor, Completion Date Range
  • Free-text search for searching across all activities along with filters like Self Owned/Partner owned assets and whether amount has been paid, received or there was no amount associated
  • Export reports in Excel or Copy all information into clipboard