Guides

Preventive Maintenance Software: Never Miss Maintenance Again

A digital maintenance planner reminds you in time, assigns tasks to the right people and documents every job – no spreadsheet that only one person maintains. Here is how maintenance management with software works.

Updated on · Reading time: 4 min

What does preventive maintenance software do?

Preventive maintenance software records which asset needs to be maintained, when and by whom, and makes sure it actually happens. Unlike a calendar or a spreadsheet, it works actively: it creates due tasks by itself, sends reminders in advance, escalates when work is late and stores the record as soon as the maintenance is done.

Maintenance scheduling in Excel – where the limits are

Many organizations start with a maintenance schedule template in Excel. That is a good first step, but it quickly reaches its limits:

  • Excel doesn't remind anyone – someone has to open the list on purpose.
  • Several people can't work in it cleanly at the same time; versions drift apart.
  • Photos, inspection reports and invoices are stored somewhere else.
  • What was actually done is, at best, written in a comment cell.
  • Meter readings as triggers can only be modeled with a lot of formula acrobatics.

Features maintenance planning software should have

FeatureWhy it matters
Interval-based maintenanceDays, weeks, months, quarters or years – matching manufacturer specifications and inspection obligations.
Meter-based maintenanceMaintenance by operating hours, mileage or consumption instead of a rigid calendar.
Advance warningA reminder X days before the due date, so appointments with contractors are set in time.
EscalationIf maintenance is left undone, it is raised in priority after a set number of days.
Maintenance calendarAll due dates at a glance – by week, month and building.
ResponsibilitiesInternal owners and external service providers for each maintenance plan.
RecordsTime, notes, photos and documents attached directly to the completed task.

How to create a maintenance plan in Maintably

  1. Create the equipment. Under Equipment (Geräte), enter the asset with its name, building, room and manufacturer. Photograph the nameplate and attach it.
  2. Create the maintenance plan. Under Maintenance plans (Wartungspläne), click "New" (Neu), select the equipment and give the plan a descriptive name, for example "Annual service gas condensing boiler."
  3. Choose the trigger. Either an interval (for example 12 months) or a meter reading with a threshold (for example every 2,000 operating hours since the last maintenance).
  4. Set advance warning and escalation. For example, 21 days of advance warning and escalation after 7 days overdue.
  5. Enter responsibility and effort. Record the internal owner, if applicable the supplier or contractor, and the estimated effort in hours. Flag mandatory inspections as "legally required."
  6. Check the maintenance calendar. The new appointment appears in the Maintenance calendar (Wartungskalender). From here on, everything runs automatically.

Typical maintenance intervals in buildings

The following values are rules of thumb. What counts is always the manufacturer's specifications, legal requirements and your own risk assessment.

AssetTypical interval
Heating system / burnerannually
Ventilation and air conditioning systems (filter replacement)3–12 months
Fire extinguishersevery 2 years
Smoke detectorsannually
Fire doors and hold-open systemsannually
Portable electrical equipment6–24 months, depending on use
Gates and barriersannually

Who benefits from a digital maintenance planner?

Anyone who keeps maintenance for more than a few pieces of equipment in their head or in a spreadsheet: building maintenance services, property management companies, in-house facility engineering in commercial and industrial settings, schools, hotels, care facilities and technical service providers. Once there are inspection obligations and several people involved, the spreadsheet becomes a liability risk.

Try Maintably for free

Tickets, maintenance plans, QR codes, keys, defects and daily log in one software – in the browser, no installation.

Sign up for freeView demo

Frequently asked questions

What is the difference between a maintenance plan and a maintenance planner?

The maintenance plan defines what has to be done at which interval for an asset. The maintenance planner is the software that manages all maintenance plans, generates due dates, sends reminders and stores the records.

Can I also schedule maintenance by operating hours?

Yes. In Maintably, you link a maintenance plan to a meter. As soon as the meter reading reaches the threshold since the last maintenance, the maintenance falls due.

Is there a free maintenance planner?

To get started, an Excel template works well, and you can download one for free in our guide "Creating a maintenance schedule." You can also try Maintably itself for free.

How do I get reminded of upcoming maintenance?

Through advance warning: you decide how many days before the due date the task appears. The people responsible receive notifications in the app.

More guides