Preventive Maintenance Plans
Turn one-time service calls into dated recurring plans. Maintenance plans are available on Growth and Scale, and during an active 14-day trial, so scheduled visits and contract renewals stay visible.
Informal PM Tracking Is Leaking Revenue
Every missed visit is a customer who wonders if you forgot them. Every lapsed contract is recurring revenue that walked out the door.
Preventive maintenance schedules tracked in spreadsheets or memory
No automated reminders when service is coming due
Missed maintenance visits that hurt customer relationships
Difficulty seeing which customers are on maintenance plans
No visibility into recurring revenue from service contracts
Manual process to schedule each recurring visit
Build Recurring Revenue with Maintenance Plans
Automate scheduling, track plan status, and grow predictable revenue.
Recurring Schedules
Set up monthly, quarterly, semi-annual, or annual maintenance intervals. Equipify auto-generates upcoming service visits.
Automated Reminders
Get notified when maintenance is coming due. Keep scheduled visits visible before service lapses.
Plan Status Tracking
See which plans are active, paused, or expired. Track completed visits against the plan schedule.
Customer Retention
Keep customers engaged with proactive maintenance. Build stronger relationships through consistent service.
Recurring Revenue
Track revenue from maintenance contracts. See your total service agreement value at a glance.
Custom Service Intervals
Define service intervals based on equipment type, manufacturer recommendations, or customer-specific needs.
The Revenue Impact of Organized PM Plans
Service businesses that formalize their PM programs see measurable gains in retention, revenue predictability, and technician efficiency.
Recurring Plans
Scheduled follow-up, not improvised
Turn one-time visits into dated PM plans with visible upcoming work.
Account Continuity
Stay in front of existing customers
PM plans give teams a structured reason to return before coverage lapses.
Due Dates
Upcoming visits on the calendar
Reminders and due-date tracking help teams see PM work before it slips.
Plan Pipeline
Active contracts in one view
See which accounts have plans entered and which visits are coming due.
See Maintenance Plans in Action
Manage all your service agreements in one place.
Premium Quarterly HVAC Plan
Acme Manufacturing - 3 Units
Schedule
Quarterly
Next Visit
Jul 15, 2026
Visits This Year
2 of 4
Annual Value
$4,800
Equipment Covered
Visit History
Equipify.ai vs. Spreadsheets & Generic Tools
Generic software makes you work around it. Equipify is built for preventive maintenance and recurring service contracts.
AI Built Into Maintenance Plans
Not a bolt-on. AI is woven into how this feature works — surfacing insights, automating follow-ups, and helping you act faster.
PM plan upsell detection
AI scans customers with active equipment but no maintenance plan and surfaces them as upsell opportunities — grouped by equipment type and estimated annual value.
Schedule optimization across plans
When multiple PMs fall due in the same month, AI suggests batching nearby accounts into technician routes to reduce travel time and service cost.
Auto-generate plan renewal reminders
60 days before a plan expires, AI drafts a renewal proposal email for your review — pre-filled with the customer's plan details and suggested next-year pricing.
How Service Teams Use Maintenance Plans
Across industries, the same pattern plays out — better data leads to better service and more revenue.
Set up quarterly PM plans for every commercial customer. Equipify auto-generates upcoming visit dates and alerts your team when seasonal service windows approach.
Track compliance-required PM intervals for biomedical devices. Keep mandated calibrations and inspections visible across hospital and clinic accounts.
Build annual inspection plans for sprinkler systems, fire panels, and extinguishers. Keep every account compliant with code-required service intervals.
Schedule semi-annual deep-clean and PM visits for restaurant equipment. Recurring plans keep you top-of-mind and reduce emergency call-outs.
Manage maintenance contracts across a building portfolio. See all active plans, upcoming visits, and renewal dates for every property in one dashboard.
Set up annual inspections for switchgear, panels, and critical infrastructure. Preventive plans help customers avoid costly outages and extend equipment life.
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Frequently Asked Questions
Yes. Maintenance plans are available on Growth and Scale, and during an active 14-day trial. Each plan can have its own service interval — monthly, quarterly, semi-annual, annual, or a custom frequency — tied to the equipment it covers.
Related Features
Discover how other Equipify modules work together to streamline your operations.
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