Field Service starter

Planned maintenance schedule

Send a customer their maintenance plan: the equipment covered, the visit calendar, what each visit includes and an acceptance.

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2 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.

  1. Page 1 of the planned maintenance schedule starter, made with the HelioGrid sample brand.
    Page 1
  2. Page 2 of the planned maintenance schedule.
    Page 2

A planned preventive maintenance schedule (preventive maintenance with US wording) on a Maintenance Plan: the customer and contact, the plan dates and length, how often you visit (asked when it is made) and the visits per year, the equipment covered with its next suggested dates, a calendar of the work orders generated from the plan, numbered inclusions, exclusions and customer responsibilities, the linked service contract's price (left out in an org without service contracts) and e-signature fields to accept.

Needs Field Service and Maintenance Plans in the org; shows more when Entitlements is on.

Start from it.

New template › Start from a quick start › Planned maintenance schedule. The draft opens with the fields in place.

Signed on site.

Previewed, signed and submitted in the Field Service app, even offline.

PDFWord

PDF and Word.

One template makes both.

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