To prevent product breakdowns, generate work orders and service appointments based on your product and window for maintenance so your customers never miss a beat.
A maintenance plan has start and end dates, determines how frequently maintenance occurs, and allows you to automatically generate future work orders. It can relate to customers (Accounts), work types, assets (Maintenance Assets), and service contracts (only available in Salesforce Classic). You can generate work orders from a maintenance plan’s detail page or via the API.
For example, suppose you have a maintenance plan with two assets that need service every month (frequency). You decide to generate your work orders six months in advance (generation timeframe). Each time you generate work orders, 12 work orders are created: six for each asset.
A maintenance asset is a part or product covered by the maintenance plan. The Maintenance Assets related list on maintenance plan detail pages lists all assets related to the maintenance plan.