For a business that sells and services equipment, preventive maintenance is the product the customer pays for every year. When visits are missed, the customer notices, breakdowns rise, and renewals become harder.
How visits get missed
- The schedule is on a wall chart or a spreadsheet that one person keeps.
- New contracts are signed but never added to the schedule.
- Warranty visits are forgotten because nobody is paying for them.
- When a technician is off, their visits are not moved to anyone else.
Schedule from the contract
Every preventive visit should come from something the customer bought:
- An AMC contract: visits at the frequency the contract states.
- A warranty: visits the warranty includes.
When the contract or warranty starts, its visits are created. When it ends, they stop. Nobody has to remember.
Track three states
| State | Meaning |
|---|---|
| Scheduled | Due, with a date and a technician. |
| Completed | Done, with what was checked and the parts used. |
| Overdue | Past its date and not done. |
Review overdue visits every week, by branch. They are your earliest warning of an unhappy customer.
Record the visit against the equipment
A visit is most useful when it is recorded against the customer’s specific product: what was checked, what was replaced and what was found. Over time this becomes the equipment’s service history, which settles warranty questions and helps the next technician.
How AIMS handles it
In AIMS IQ, preventive visit schedules are generated from each contract or warranty, and scheduled, completed and overdue visits are tracked. Service requests are logged against the product sold, with the parts used, so every unit builds its own history. See where visits fit in the service and AMC journey.