Definition
In Salesforce Field Service, a record that defines a recurring preventive maintenance schedule for an asset or location. It automatically generates work orders at specified intervals to ensure ongoing service coverage.
Real-World Example
At their company, a CRM manager at Summit Group leverages Maintenance Plan to centralize important business data in one place. With Maintenance Plan configured to match their workflow, the team can quickly find relevant information, track changes over time, and generate reports that drive strategic decisions.
Why Maintenance Plan Matters
In Salesforce Field Service, a Maintenance Plan is a record that defines a recurring preventive maintenance schedule for an asset or location. The plan specifies the maintenance frequency (monthly, quarterly, annually), the work to be performed, and the resources needed. Salesforce automatically generates work orders at the configured intervals, ensuring preventive maintenance happens on schedule without requiring manual scheduling.
Maintenance Plans are essential for any service operation that includes preventive maintenance contracts: HVAC service, equipment maintenance, building services, IT infrastructure, and similar industries where regular preventive work is part of the service offering. Without Maintenance Plans, technicians and dispatchers would need to manually track which assets need maintenance when, which is error-prone and labor-intensive. With them, the platform handles the schedule generation automatically and the workforce focuses on doing the work.
How Organizations Use Maintenance Plan
- •NovaScale Field Services — Uses Maintenance Plans for HVAC service contracts, automatically generating quarterly preventive maintenance work orders for every covered asset.
- •TerraForm Tech — Built Maintenance Plans for industrial equipment with specific maintenance intervals, ensuring preventive work happens on schedule.
- •BrightEdge Solutions — Uses Maintenance Plans to drive predictable revenue from service contracts while ensuring high customer satisfaction through reliable preventive service.