Preventive Maintenance

Product Overview

Why use our Preventive Maintenance product?

It's better to be safe than sorry. With Cotalker's Preventive Maintenance product, you'll be able to keep all your routine maintenance checks on track. Choose between time or value metrics to trigger maintenance alerts. Once a time or value trigger is reached, a work order is automatically sent to maintenance personnel and contractors.

How does it work?

Preventive Maintenance has two types of preventive plans to help you stay up to date on all your maintenance tasks. Plans can be set to track maintenance needs either by time or value metrics. When maintenance metrics are met, they trigger the work orders workflow.

Time-Based Planner

For example, if you need to do maintenance on a machine every day, you can set the time trigger to 24 hours. Every 24 hours the work orders workflow will be initiated. A work order will be automatically sent to the contractor or maintenance personnel. If they choose to accept the work order, they can send a quote, send messages to stakeholders, and request to close the work order. To finally close the workflow, the supervisor must evaluate the completed maintenance job and fill out the Acceptance of Work form.

Value-Based Planner

Let's say that you have to do maintenance on a car every 6,000 miles. In this case, you can use value-based planner. Once the plan is created, maintenance personnel will periodically use the app to register value metrics, like mileage or fluid levels for a vehicle. And, when the car's registered mileage hits 12,000 miles, the value trigger will kick in and get things ready for the car's second maintenance check. At this point, the work orders workflow will initiate, and a work order will be sent to the person in charge of the car's maintenance.

Workflows Involved

For in-depth product information, view the workflows below:

🧰 Preventive Plans

Create a time-based or value-based plan with the Create a new preventive plan form. The form lets you set all of the preventive plan's settings. For example, assign those that are responsible for the task, add a maintenance checklist, set priority, and most importantly, designate frequency based on time or equipment value triggers.

🧾 Work Orders Workflow

Once a time or value trigger is reached, a work order is automatically sent to stakeholders. Upon receiving the work order, contractors can review the details and decide whether to accept the job or not. Contractors can then submit a quote form that is shared with stakeholders for review. Contractors send the close work order form upon job completion for the supervisor's approval.

💲 Quotes Workflow

Contractors automatically send quotes to stakeholders when filling out the quote form in the work orders workflow. Stakeholders can review the quote and approve or reject it.

Customizations

Visit the Customizations section to see a use case example on how to create a checklist for a preventive maintenance plan.