Maintenance plans that run themselves.

Preventive maintenance (PM) is scheduled service performed on equipment at fixed intervals to prevent failures, rather than in response to them. In field service it is usually sold as a maintenance agreement, service plan or membership: the customer pays a recurring fee, and the contractor commits to a set number of visits per year with a defined checklist, priority response and member pricing on repairs.

For the contractor, PM is the most valuable work on the schedule. It is predictable revenue that fills the shoulder seasons, it is the main source of replacement leads, and it builds the asset history that makes every later repair faster. For the customer, it is fewer breakdowns, longer equipment life and a known cost. The catch is administration: hundreds of agreements with different visit counts, due windows, sites and checklists cannot be tracked in a spreadsheet.

FSM Flow treats an agreement as a living record. It generates the work orders for each visit, places them on the scheduler in the right window, reminds the customer, gives the technician the checklist and asset list on the mobile app, records readings against each unit, and raises the renewal invoice with a one-click confirmation. Dispatchers use the list of due visits to fill gaps; owners watch attach rate and renewal rate on the dashboard.