AI workflows for maintenance and facilities.

Keeping buildings, equipment and assets working: preventive maintenance, repairs, turnovers and field service visits.

Who does this work

  • Maintenance manager
  • Maintenance technician
  • Facilities manager
  • Field service technician
  • Service manager

4 workflow templates ready to adapt, and 12 workflows identified.

Updated

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Examples of the workflows identified
  1. Find recurring repairs on the same asset
  2. Prepare a preventive maintenance plan
  3. Prepare a service visit work packet
  4. Prepare a unit turnover readiness checklist
  5. Check a visit booking's duration against the workIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare a unit turnover readiness checklistGives the property manager one page for a vacated unit: repairs, cleaning, keys, utilities and vendor confirmations still open against the move-in date.Workflow template

Preventive maintenance

Find recurring repairs on the same assetWorkflow templatePrepare a preventive maintenance planWorkflow template
Draft the planned maintenance calendarIllustrative · not built yet
Find gaps in equipment service recordsIllustrative · not built yet
Prepare a planned maintenance windowIllustrative · not built yet

Field service

Prepare a service visit work packetWorkflow template
Check a visit booking's duration against the workIllustrative · not built yet
Complete a field service record after a visitIllustrative · not built yet
Define technician eligibility rules for a work typeIllustrative · not built yet
Follow up a repair reported as unfinishedIllustrative · not built yet
Follow up visits still waiting for a bookingIllustrative · not built yet

Workflow templates

Unit turnover readiness checklistBetween one tenant and the next, the property manager gets one page for the unit: every recorded repair, the cleaning, keys, utilities and vendor confirmations still open against the approved move-in date, each gap written as a question. Nothing is sent.Workflow templateService visit work packetBefore a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.Workflow templatePreventive maintenance planFor one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.Workflow templateRecurring repair service historyWhen repeated maintenance keeps disturbing guests, the facilities manager gets one brief by equipment and room area: repeated work orders, confirmed service interruptions and missing inspection records side by side. It finds no cause and orders no work.Workflow template

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Where to go next

All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within maintenance and facilities

Other areas of operations and process improvement

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