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Maintenance Plans

Maintenance Plans · Push "Time to Service" to the Front Before It's Forgotten

The AC cleaned once a year, fire equipment inspected each quarter, production gear routinely checked monthly — for these "should-do but forgotten" preventive tasks, fixing them after the fact costs far more than servicing on time. The system generates a periodic plan per asset and auto-generates a work order dispatched to the responsible person when due.

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Cycle Frequencies
🔔
Advance Alerts
📜
Maintenance History File
Capabilities

Maintain on Schedule — No More "Fix It Only When It Breaks"

Preventive maintenance extends equipment life by 30% and significantly lowers failure rates

📅 Cycle Frequency Config

Freely set daily / weekly / monthly / quarterly / semi-annual / annual; some equipment can also trigger by "running hours" or "usage count"

📋 Standardized Maintenance

Same-type equipment shares one maintenance standard (service items, materials, labor hours, safety procedures), referenced in one click when creating a plan

👤 Responsible Assignment

Each plan designates a primary owner + backup owner; if the primary is on leave it auto-routes to the backup so no ticket is missed

🔔 Advance Reminders

Escalating reminders at 7 / 3 / 1 days before due, pushed across four channels: WeChat Work / DingTalk / email / workspace

📝 Auto-Generated Work Orders

A maintenance work order is auto-generated when due, with the service checklist, required parts and safety notes; the owner opens it and gets to work

📊 Completion Rate Stats

Track monthly / quarterly plan completion rate, average completion time and overdue counts; KPIs can tie into department performance reviews

asset.shangbangke.com/maintenance/cycleTrigger Cycle
C
Maintenance Cycle Config
SimulateSave
Central AC
Calendar
Every June
1000 cum. hrs
Whichever first
Defer to next working day

Next trigger: 2026-06-01 (in 36 days)

Multiple Trigger Cycles · Choose by Equipment Characteristics

Office ACs follow a "calendar cycle" — cleaning once each June is enough; a workshop press follows "running hours" — a major service triggers at 1,000 cumulative hours; an elevator follows "usage count" — service every 5,000 trips. The system supports both time- and count-based cycle triggers, including a mix of the two.

  • Calendar cycle: daily / every Monday / Nth of each month / quarterly / yearly
  • Count cycle: trigger after N cumulative running hours / N uses
  • Combined triggers: calendar + count, whichever comes first
  • Holiday avoidance: statutory holidays auto-defer to the next working day
asset.shangbangke.com/maintenance/standardAC Standard
S
Maintenance Standard · AC Unit
ApplySave
No.Service ItemPartsLabor
01Clean filter0.5h
02Check refrigerantR410A0.5h
03Tighten screws0.3h
04Clean outdoor unitCleaner0.7h
05Test-run check0.5h

Updating the standard auto-syncs 12 plans referencing it

Reuse Maintenance Standards · New Equipment Applies Them Instantly

The same type of equipment (e.g. all AC units) uses one maintenance standard: clean the filter, check the refrigerant, tighten the screws, clean the outdoor unit, test-run — 5 service items + a parts list + an estimated labor time. When creating a maintenance plan for a new unit of the same model, just apply the standard — no need to write it from scratch.

  • One master standard per equipment category
  • Tick the standard when creating a plan to inherit all service items
  • After a standard is upgraded, all referencing plans auto-sync the update
  • Supports per-plan fine-tuning based on the standard (override / add / remove items)
Use Cases

Maintenance Plans Across Industries

Office Building AC

30 central ACs are grouped by floor and cleaned together each June. The system generates 30 work orders a month in advance and batch-dispatches them to the property company.

Factory Production Equipment

50 CNC machines compute their service points by cumulative running hours, auto-halting and notifying the shift technician when due, avoiding unplanned downtime.

Hotel Chain Facilities

Each hotel's elevators, fire systems and boilers undergo quarterly inspection per regulations, with the manager reminded 2 weeks ahead to coordinate a specialist company on site.

Hospital Medical Equipment

Large CT / MRI units are serviced by running hours + manufacturer manual cycles, with work orders auto-assigned to the vendor's engineer and overdue servicing auto-alerting hospital leadership.

Related Features

How Maintenance Plans Work With Other Capabilities

Plans generate work orders, work orders produce history, and history drives decisions

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