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How to Create PM Schedules with the AI Assistant

Updated this week

Create preventive maintenance schedules by describing the maintenance plan. The assistant sets up the recurrence, checklist, and assignee.

Steps

  1. Open the AI Assistant.

  2. Describe the PM schedule β€” what equipment it covers, how often it should run, who's assigned, and what tasks are on the checklist.

  3. The assistant creates the schedule.

What you can say

  • "Create a quarterly filter-change PM for all rooftop units in Building A. Assign it to the HVAC team."

  • "Set up a monthly PM for elevator inspections β€” include a 10-point safety checklist."

  • "Create a weekly PM for kitchen hood cleaning at all restaurant locations."

Tips

  • You can create multiple PM schedules in one conversation by describing each one.

  • The assistant can generate a checklist based on the equipment type and manufacturer recommendations if you ask it to.

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