Planned maintenance & recurring work

One skipped inspection can undo months of good planning. Tasks drift. Visits get delayed. Assets fail when no one is looking.
fam. brings structure, visibility, and control to planned maintenance, so preventive work actually happens, stays on schedule, and protects your assets before problems turn into downtime.

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ID 
Pending
visit every 4 months (x3)

HVAC

Start date ·  1 Jan 26

Planned ticket description:

Triannual HVAC Maintenance Program.

Luo You Barista · Roast & Toast

1
22 Jan 26 11:11

Avatar of user Luo You

7. Follow-up ticket 130 created

Marcel Sobieski Technician · ServiceZone

1
22 Jan 26 09:41

Avatar of user Marcel Sobieski

Marcel Sobieski Technician · ServiceZone

1
22 Jan 26 08:16

Avatar of user Marcel Sobieski

5. Check-in

Marcel Sobieski Technician · ServiceZone

1
22 Jan 26 08:01

Avatar of user Marcel Sobieski

4. Morning @Luo You! Just letting you know we’re on our way and will be there in 15 minutes.

Milo Bos ServiceZone

1
20 Jan 26 10:12

Avatar of user Milo Bos

3. @Luo You Perfect. Thanks for the confirmation! @Marcel Sobieski will be the technician attending the visit.

Luo You Barista · Roast & Toast

1
20 Jan 26 09:43

Avatar of user Luo You

2. Hello, on Thursday suits us well. See you then.

Milo Bos ServiceZone

1
20 Jan 26 09:20

Avatar of user Milo Bos

1. @#004 Amsterdam we would like to schedule our visit this on Thursday to carry out mid-cycle maintenance for your HVAC system. Could you please confirm if this timing works for you? Thank you for your time, and we look forward to your response. Have a great day!

Next visit
1 May 26
-
31 Aug 26
Scheduled visits 1 out of 3
Completed visits 1 out of 3
Completed confirmed visits 1 out of 3
Assigned company ServiceZone 

Plan. Schedule. Repeat.

  • Build recurring work plans with fully flexible frequencies, from daily checks to annual inspections
  • Schedule visits directly on the planned ticket so timelines stay clear and consistent
  • Keep recurring work running smoothly without rebuilding jobs every time

See planned work
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ID 
Scheduled
visit every 6 months (x2)

Lifts & Escalators

1 ·
1 Jul 26

Planned ticket description:

Perform a safety inspection and maintenance of the escalators to ensure compliance and prevent malfunctions. Please refer to the check-out checklist for detailed tasks.

Dylan Harrington

1
3 Feb 12:46

Avatar of user Dylan Harrington

2. Hi Clara, Thank you for your message. We plan to attend the visit during the week of July 6th to 12th. An exact date will be confirmed closer to the time. Wishing you a great day as well, and thank you for your coordination!

Clara Jennings

1
3 Feb 12:34

Avatar of user Clara Jennings

1. Hi @Dylan Harrington. As discussed, I’m creating a planned ticket for the biannual escalator maintenance. Please schedule the first visit at your earliest convenience. Wishing you a great day, and thank you for your assistance!

First visit due in 5 months
Scheduled for
6 Jul 08:00
Scheduled visits 1 out of 2
Completed visits 0 out of 2
Completed confirmed visits 0 out of 2
Assigned company ElevateSecure Ltd. 
Total planned ticket cost 0,00 GBP
Total confirmed planned ticket cost 0,00 GBP
£
Budget  ID
Approved

Milo Bos ServiceZone

Requested ·
22 Jan 26 15:30

Budget description:

Budget request for smart thermostat installation raised as a remedial action following a fault discovered during planned HVAC maintenance 25.

One plan. Every visit.

  • Manage all visits for a recurring task within a single planned ticket
  • Capture notes, outcomes, and costs per visit without losing historical context
  • Maintain a clean, auditable record of work over time, not scattered tickets

Remedial cost capture
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See what’s next. Stay compliant.

  • Instantly spot upcoming, overdue, or unscheduled visits using filters or calendar views
  • Automatically build a complete history of visits, dates, and work performed
  • Stay prepared for audits and reviews without extra admin or last-minute effort

Scorecard
30
96.77%
0
0%
1
3.23%

Compliance scorecard Arrow indicating interactive content

ID 
Completed & confirmed · Work done
Priority: 3

Luo You Barista · Roast & Toast

25-1-1   Requested ·
22 Jan 26 11:11

All issues related to the thermostat

Replacement and upgrade to a smart thermostat recommended after planned maintenance.

Eric Bell Assistant Store Manager · Roast & Toast

27 Jan 26 09:18

Avatar of user Eric Bell

8. Thank you for doing such a great job. We’re very satisfied with the results.

Marcel Sobieski Technician · ServiceZone

26 Jan 26 10:25

Avatar of user Marcel Sobieski

7. The job is done, and everything is working perfectly.

Marcel Sobieski Technician · ServiceZone

26 Jan 26 08:27

Avatar of user Marcel Sobieski

6. Check-in | We have arrived and will begin installing the thermostat shortly.

Luo You Barista · Roast & Toast

22 Jan 26 16:17

Avatar of user Luo You

5. That's fine, thank you. Wishing you a pleasant afternoon.

Milo Bos ServiceZone

22 Jan 26 16:11

Avatar of user Milo Bos

4. We've ordered a new thermostat, which is expected to arrive on on Sunday. We plan to install it on on Monday morning. @Luo You, could you please confirm if that works for you? Thanks!

Eric Bell Assistant Store Manager · Roast & Toast

22 Jan 26 16:01

Avatar of user Eric Bell

3. Budget 130-1 approved | Thank you @Milo Bos. The budget has been approved. Please share the schedule date as soon as possible.

Milo Bos ServiceZone

22 Jan 26 15:30

Avatar of user Milo Bos

2. Budget 130-1 requested and assigned to Eric Bell

Milo Bos ServiceZone

22 Jan 26 11:51

Avatar of user Milo Bos

1. Thank you for the ticket, @Luo You. We’ll begin preparing right away, and you can expect the quotation for the new thermostat later today.

Target date
30 Jan 26 11:11
Completed on
26 Jan 26 10:25
Completed in 4 days
Checked in for 2 hours
Type Reactive repairs
Category HVAC
Area
Assigned company ServiceZone 
Office user Milo Bos 
Current cost 470,00 EUR
Remaining budget 0,00 EUR

Find issues. Follow through.

  • Create follow-up tickets directly from planned visits when issues are discovered
  • Track remedial work separately while keeping it linked to the original plan
  • Make sure planned maintenance leads to action, not just checked boxes

Follow-up remedial work
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facilities management

Why wait to take the first step toward smarter facilities management? What you see here only scratches the surface of what fam. can do. To experience the full power of the platform, you need to see it in action.

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