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Preventive Maintenance Scheduling That Protects Your Client SLA Contracts

Set recurring maintenance intervals once. Serfy auto-generates work orders, attaches compliance checklists, and dispatches specialists before deadlines expire.

14-day free trial No credit card Enterprise Security & ISO 27001
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5.0★★★★★
Serfy Planned Preventive Maintenance (PPM) Software
Trusted by 450+ commercial technical service enterprises across North America
CaverionISS WorldNEWSECThermo Fisher ScientificQuant LatviaFlamingo EliteSOL Baltics
HOW IT WORKS

How It Works

Set maintenance schedule & SLA rules → Work orders auto-generate with parts & SOPs → Compliance records permanently archive

Workflow visual
DIGITAL QUOTE #Q-24089Client Approved
Chiller Quarterly PM & Filter Pack
$480.00 · Price Book Applied
1-CLICK AUTO-CONVERTReady for Dispatch
Work Order WO-2310041070
Auto-generated from Approved Estimate
PRICE BOOK SYNCZero Margin Leakage
Commercial Contract Rates
Standard labor & parts margins locked
01 · ESTIMATION & WORK ORDERS

Configure maintenance schedule – Recurring frequencies linked to specific assets

Establish automated recurring schedules (monthly, quarterly, annual) linked directly to client contracts and specific property equipment.

Flexible recurring schedules: calendar-based, meter-based, or seasonal
Link preventive maintenance plans directly to client SLA contract terms
Pre-assign required specialist certifications and preferred technicians
Automatic advance warning of upcoming contract renewals and expirations
Explore Quotes & Estimates
OPERATIONAL FRICTION

The Cost of Doing This Manually

Manual paperwork, double-entry bookkeeping, and fragmented phone calls waste thousands in unbilled technician hours and delayed client cash flow.

Operational Pain

Missed contract maintenance visits & SLA penalties

Tracking recurring client inspections on calendar reminders inevitably leads to forgotten maintenance visits.

How Serfy Solves It

Automated PM engine that generates work orders according to strict contractual recurrence rules.

Operational Pain

Spreadsheet tracking errors and contract renewal lapses

Multi-building facility contracts get neglected, causing clients to churn to competitors.

How Serfy Solves It

Centralized recurring contract database with renewal alerts and automated SLA compliance clocks.

Operational Pain

Uneven technician workload spikes and seasonal chaos

Scheduling maintenance randomly causes dispatch crunches when winter heating or summer AC peaks hit.

How Serfy Solves It

Automated workload leveling that spaces out routine inspections across off-peak periods.

THE PLATFORM

See It in Action

Set up recurring maintenance schedules once and let Serfy handle generation, dispatch, and compliance.

See the full platform →
RECURRING RULES

Automated recurrence rules that schedule visits on time

Configure weekly, monthly, quarterly, or seasonal intervals with automatic lead-time ticket generation.

Set custom recurrence patterns with automated lead-time work order generation
Rule builder enforces contract compliance deadlines so teams hit 100% on-time SLA visits
Prevents missed preventive maintenance inspections across multi-building contracts
Automated recurrence rules that schedule visits on time
VERIFIED FIELD OUTCOMES

Trusted by Commercial Service Leaders

How leading commercial contractors and facility maintenance providers rely on Serfy Planned Preventive Maintenance (PPM) to eliminate operational drag.

“

“Managing recurring cleanroom maintenance schedules across multi-site scientific laboratories requires 100% adherence. Serfy's recurring maintenance engine automatically generates work orders with pre-linked SOP inspection checklists, eliminating missed visits and ensuring full audit readiness.”

Site Facilities Manager
Life Sciences & Laboratory Instrumentation · Thermo Fisher Scientific
Read Thermo Fisher Scientific Case Study
100%
On-Time PM Visits
99.9%
Cleanroom Uptime
100%
Audit Compliance
CONTRACT SLA GOVERNANCE & PPM ARCHITECTURE

Automated Maintenance Recurrence Engine

Strict recurrence rule execution conforming to EN 13306 and ISO 55000 standards. Scheduled PPM work orders auto-generate with pre-assigned checklists and parts to hit 100% SLA compliance.

Lead-Time Ticket Generation
Advance Scheduling
SLA Protection

Recurring rules generate work orders weeks in advance of contract deadlines, giving dispatchers time to verify stock parts, schedule technicians, and balance monthly workloads.

Zero Overlooked Scheduled Visits
Pre-Linked SOP Inspection Gates
Standard Operating Procedures
EN 13306 Standard

Work orders automatically attach equipment-specific inspection protocols, safety steps, and filter specifications based on the building asset model and manufacturer specifications.

EN 13306 Inspection Protocols
Dynamic SLA Countdown Clocks
Breach Prevention
Zero Breach SLA

Color-coded SLA countdown timers alert dispatchers to upcoming contract expirations. Permanent digital logs provide audit readiness for ISO and regulatory compliance.

Zero Contract Penalty Breaches
Multi-Trigger Recurrence Builder
Rule Engine
Multi-Variable

Configure schedules by calendar frequency (daily, quarterly, annual), running-hour thresholds, or seasonal weather switchovers with custom blackouts.

Calendar & Metering Triggers
Multi-Asset Route Clustering
Route Optimization
Fuel Efficiency

Groups recurring maintenance tasks across adjacent tenant suites and neighboring commercial properties to cut technician drive time by 28%.

Clustered Geographic Routing
Certified Maintenance Records
Compliance Archive
ISO 55000 Ready

Builds an indisputable digital equipment logbook with stamped dates, parts replaced, and certified technician sign-offs ready for insurance and building audits.

Tamper-Proof Audit Trail
ISO 55000 & EN 13306 Compliance Guarantee
Never miss a contractual PPM cycle or regulatory inspection with automated pre-generation.
EN 13306 Standard|100% Contractual SLA Uptime

Seamlessly Connected with Other Serfy Modules

Asset Management

Link maintenance schedules to equipment asset records.

Explore Module

Custom Inspection Forms

Mandatory checklist templates for HVAC and electrical checks.

Explore Module
PLANNED PREVENTIVE MAINTENANCE (PPM) ARCHITECTURE & SPECIFICATIONS

Frequently Asked Questions

Operational details on automated PPM lead times, equipment runtime meter triggers, EN 13306 compliance, and SLA countdowns.

Never miss a scheduled maintenance visit

Discover how automated PPM schedules reduce equipment breakdowns by up to 40%.

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