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How to Enrich PM Checklist Content with the AI Assistant

Updated this week

Expand vague or incomplete PM checklists into detailed, step-by-step task lists.

Steps

  1. Open the AI Assistant from the PM schedule detail page.

  2. Ask the assistant to expand or improve the checklist.

  3. The assistant generates a detailed task list based on the equipment type and maintenance best practices.

What you can say

  • "This PM has a one-line checklist that just says 'inspect unit.' Expand it into a detailed checklist."

  • "Generate a proper checklist for this quarterly HVAC PM based on manufacturer recommendations."

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