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Maintenance · Recurring work-order templates

Preventive maintenance software that runs the schedule for you.

The next work order is already on the record. Named asset, named technician, scheduled date, the procedure attached, the audit trail intact.

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Daily, weekly, monthly, yearly, and custom intervals. Skip with a reason on the record.

When the schedule fires, the work order auto-generates with the assignee already set, the asset already linked, and the procedure attached at the work-order template level.

Compliance proof is the work-order record itself. The auditor reads the same surface the team already uses.

PM library on this asset

Chiller-04 · 3 recurring templates wired

asset view
Chiller-04

AST-2026-0047

Building 3 / Level 2 / Rooftop · HVAC Rooftop Chiller

3 PM templates
12 past jobs
Quarterly recurring Active

Quarterly HVAC Filter Replacement

Every 3 months · next 2026-05-01 · Mike J.

Yearly recurring Active

Annual Coil Clean

Yearly · next 2026-09-12 · Mike J.

Monthly recurring Active

Monthly Run-Time Check

Monthly · next 2026-05-08 · Sara T.

WR-2026-0931 Open

Quarterly HVAC Filter Replacement

2026-05-01 09:00 UTC · pre-assigned Mike J.

scheduled Pending

Annual Coil Clean

2026-09-12 · will auto-generate

scheduled Pending

Monthly Run-Time Check

2026-05-08 · will auto-generate

Closed WR-2026-0541 previous occurrence · closed 2026-02-04 16:18 by Mike J. · 12 of 12 steps · 3 photos attached

The mechanic, plain

A PM schedule is a recurring work-order template.

Configure the frequency, the named assets, the assignee defaults, the SLA template, and the procedure on the work-order template. When the schedule fires, the system creates a work order with all of that pre-filled. The auditor sees a normal work order. The technician sees a normal work order. The data model is the same one the rest of the platform uses.

The dedicated PM views in the app are convenience surfaces over those recurring work orders. The underlying record stays a work order. That keeps the audit trail in one place and the work-order page doing what it already does well.

See work orders

Schedule shape

Daily, weekly, monthly, yearly. Plus skip with a reason.

Most PM schedules want one of four base intervals. Weekly schedules pick specific days. Monthly schedules pick the day of month. Custom intervals are supported on the same form. Yearly schedules anchor a date.

Sometimes the equipment is offline, the contractor cancelled, or the building is closed. The skip-occurrence button writes the skip to the audit trail with an optional reason. The next occurrence still generates on schedule. Nothing slips silently.

Schedule configuration

Monthly Generator Test Run

Test the standby generator under load for 30 minutes. Log start, stop, and any anomalies.

Active
Frequency Monthly · day of month · 15th
Custom interval option every N weeks / months · available
Assets linked 2 specific assets · GEN-01, GEN-02
Assignee default Marcus K. · In-house

Upcoming generated work orders

2026-05-15 WR-2026-1014 Open
2026-06-15 scheduled · skip pending Skip
2026-07-15 scheduled · not yet generated Pending
2026-08-15 scheduled · not yet generated Pending
Skip this occurrence · 2026-06-15

Building 3 closed for renovation. Generator unavailable for monthly test run.

PS Priya S. · Logged to work-order audit trail · next occurrence continues on schedule.

Auto work-order creation

When the schedule fires, the work order is already there.

The system creates a work order, pre-assigns the named technician, links the named assets, attaches the procedure at the work-order template level, and calculates the response and resolution targets if an SLA template is in scope. The technician starts with the work order already on the list, ready to dispatch.

The work-order story lives on work-orders. What this page owns is the moment of generation.

Open the work-orders page

Recurring template

Quarterly HVAC Filter Replacement

Every 3 months · next fire 2026-05-01 09:00 UTC

Mike J. · HVAC specialistChiller-04, AHU-03, Cooling Tower-A · 3 specific assetsProcedure attached at work-order template level · 12 steps
auto-generates

Work order

Open

WR-2026-0931

Quarterly HVAC Filter Replacement

Scheduled 2026-05-01 09:00 UTC · 4-hour window

Pre-assigned to Mike J.Chiller-04 · AHU-03 · Cooling Tower-A12 steps attached on the work-order form

Lifecycle, assignment routing, SLA clock, and evidence capture all live on work-orders.

WR-2026-0931

Quarterly HVAC Filter Replacement

scheduled 2026-05-01 09:00 UTC · Mike J. · 3 named assets · linked PM template

linked PM template
Attached at the work-order template level. Same procedure mechanism the work-orders page uses.

Procedure · attached at work-order template level

12 steps · last updated 2026-03-04 by Priya S. · v3

Inspect filter housing for damage

step 1 of 12 · photo required

Replace primary filter (part: F-2026-014)

step 2 of 12 · material issue from inventory

Photograph after, capture date stamp

step 3 of 12 · evidence capture

The PM modal does not own SOP attachment. The work-order template does. Open the work-order template to update the procedure across all future generated work orders.

Procedure attachment

The checklist lives on the work-order template, not on the PM modal.

Attach an SOP, a checklist, or a step-by-step procedure to a recurring work-order template. Every work order generated from that template carries the procedure, opened on the work-order form when the technician arrives at the job.

A procedure is a procedure regardless of whether the work order is reactive or scheduled. Same field set the work-orders page uses.

Asset linkage

Specific selected assets. Named on the record.

A recurring work-order template can link multiple specific assets. The work order generated from the template carries the asset list onto the record, so the technician sees exactly which assets to service.

What this page does not claim: asset groups, building hierarchies, or rollups. The page that knows the asset graph is assets. For this page, multi-asset PM means the assets you selected, named, on the record.

See assets

PM template detail · asset link

Quarterly HVAC Filter Replacement

3 specific assets selected
search by asset ID, name, or location
Chiller-04 AST-2026-0047

Building 3 / Level 2 / Rooftop

AHU-03 AST-2026-0091

Building 3 / Level 2 / Plant Room

Cooling Tower-A AST-2026-0114

Building 3 / Roof Plant

Asset master record and graph live on assets.

Compliance proof

The audit trail is the work order.

When the auditor asks whether the quarterly filter PM ran on Chiller-04 on 2026-05-01, the answer is on the work-order record: scheduled date, completion timestamp, named technician, attached photos, completed checklist steps, skipped occurrences with reasons.

PM landing page

Summary cards

view
42 Total templates
36 Active
12 Weekly
18 Monthly
6 Yearly
24 Upcoming WOs (30d)

Counts of recurring templates by frequency, plus upcoming generated work orders. The PM page is a view; the underlying records are work orders.

Work-order completion record

WR-2026-0931

Quarterly HVAC Filter Replacement

Complete
Completed 2026-05-01 14:22
By Mike J.
Checklist 12 of 12 steps
Evidence 3 photos attached

The audit trail is the work-order record. Same surface the operations team uses every day.

Broader cost trends, parts spend, and reactive-vs-preventive ratios belong in analytics. This page shows the scheduled work-order record and its completion proof.

Workflows & Automation

Pro+ plan

When operating conditions warrant service, the work order generates itself.

On Professional+ plans, configure condition-triggered work-order templates that trigger from meter readings or IoT sensor thresholds. Runtime hours reach 500. Vibration crosses a safety limit. Temperature stays above setpoint for the configured window. When the field data crosses the line you set, the system generates a work order.

The trigger logic, the sensor sources, the threshold configuration, and the device pairing live on iot. The event rule that creates the work order lives on the workflows surface, not on the PM-schedule modal.

See IoT auto-response

Compressor 2 runtime PM

Smart Workflow trigger

Pro+ plan
When runtime hours ≥ 500 OR vibration ≥ 0.6 in/sec
Asset AST-2026-0049 · Compressor 2

Building 3 / Level 2 / Rooftop

Latest event 2026-04-22 11:14 UTC · runtime threshold hit

WR-2026-0884 generated · assignee Diego R.

concept · Smart Workflow-triggered PM response Trigger config on iot

Adjacent pages

This page owns the schedule. Adjacent surfaces own the rest.

Recurring templates are how PM is configured. The work order is where PM is executed, audited, and closed. The asset record is where the equipment graph lives and where past PM runs persist on the asset. Parts pulled during a PM are tracked through inventory and the work-order materials list. Sensor data lives on iot. SLA targets and breach handling live on sla.

The page reads short here on purpose. Each adjacent page already does its own job well. Asking this page to retell those stories would duplicate them.

Work orders Lifecycle, assignment, SLA clock, evidence. Assets Master record, hierarchy, location graph. Inventory Parts master, stock, materials on a work order. SLA Targets, response, resolution, breach. IoT Sensor signals, threshold config, devices.

Questions buyers ask

Frequently asked questions

What is preventive maintenance software?

Preventive maintenance software automates the scheduling and tracking of routine maintenance tasks before equipment fails. You define recurring schedules for assets, and the system generates work orders on schedule, pre-assigned to the named technician with the procedure attached at the work-order template level.

How flexible is the scheduling?

Infodeck supports daily, weekly, monthly, and yearly PM schedules with custom intervals. If a schedule needs to skip an occurrence, the skip is written to the work-order audit trail with an optional reason, and the next occurrence still generates on schedule.

How does sensor-triggered PM work?

Sensor-triggered PM is available on Professional and Enterprise plans, configured as Smart Workflow event rules. The sensor sources, threshold configuration, and device pairing live on iot. The event rule that creates the work order lives on the workflows surface, not on the PM-schedule modal.

How is PM compliance proven?

Compliance proof is the work-order record itself: scheduled date, completion timestamp, named technician, attached photos, completed checklist steps, and skipped occurrences with reasons. The PM landing page surfaces counts, and the work-orders page carries the per-work-order audit detail.

See the platform

The chiller didn't fail this summer because the PM ran on time.

30-minute demo. Your real assets, your real intervals, your real audit trail. We show you the schedule firing on a real work order, on a real day.

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