Auto-schedules PM visits based on contract terms, equipment run-hours, and seasonal requirements — keeping maintenance contracts on track without manual calendar management.
Quick Answer
Preventive Maintenance Scheduler auto-schedules PM visits based on contract terms, equipment run-hours, and seasonal requirements — keeping maintenance contracts on track without manual calendar management. Ironback deploys this in 1-2 weeks with a typical ROI of 4-8x within 6 months.
The Problem This Solves
Preventive maintenance contracts are the backbone of recurring revenue, but scheduling them is a manual nightmare. Office staff juggle spreadsheets tracking which customers need quarterly, semi-annual, or annual visits. PM visits get pushed back during busy seasons and never rescheduled. Contracts require 4 visits per year but customers only get 3 — creating liability and eroding trust. Nobody has a real-time view of which PM visits are overdue.
How It Works — Step by Step
Action: System creates full-year schedule: visit frequency, preferred service windows, required certifications, and seasonal constraints mapped to the calendar
→ Every PM visit planned for the entire contract period — no visits forgotten or double-booked
Action: Customer contacted to confirm access, schedule the specific date, and note any equipment changes since last visit
→ PM visits scheduled proactively — no last-minute scrambles to fulfill contract obligations
Action: Alert to operations manager: '[Customer] Q3 PM visit must be completed by [date] per contract terms — currently unscheduled'
→ Contract compliance tracked automatically — overdue visits flagged before they become breaches
Action: Next visit auto-scheduled based on contract interval, completion report generated, and customer notified of next service date
→ Continuous PM cycle maintained automatically — no manual re-scheduling required
Questions About This Automation
The system tracks reschedules and alerts management when a visit risks falling outside the contract-required window. After two reschedules, a personal call is triggered to the decision-maker explaining the compliance or warranty implications.
Yes. A single customer can have quarterly fire alarm testing, semi-annual sprinkler inspections, and annual backflow tests — each on its own schedule, each with its own required certifications and documentation.
Delivering all contracted PM visits (vs. the typical 75-85% completion rate) eliminates contract disputes, strengthens renewal rates, and prevents the liability of missed inspections. One avoided contract dispute or one improved renewal rate pays for the system immediately.
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