Field Service Preventive Maintenance Data Model

A maintenance plan can be linked to an account and contact—representing the customer—and, if the customer has one, to a service contract.

A maintenance plan can cover multiple assets. For example, you can create a maintenance plan to track the monthly maintenance of 20 laser printers installed in a customer’s office building. The assets covered by a maintenance plan are represented as child records of the maintenance plan called maintenance assets. For more complex reoccurring maintenance, you can define maintenance work rules for most assets and maintenance plans. With this feature you can, for example, set up a schedule for minor monthly maintenance and a major yearly service. You can also link a maintenance plan to a location to indicate where the assets are installed. For example, link a plan to a location of the Site type that represents the office building where the printers are installed.

After you create a maintenance plan or maintenance work rules, it’s time to generate work orders for the planned maintenance visits. Maintenance plans come with a Generate Work Orders quick action, which can also be called with Apex code. Your maintenance plan settings determine how many work orders and work order line items are generated at once and what their settings are. You can opt to generate one work order per maintenance asset for each visit, or a parent work order for each visit with one work order line item per maintenance asset.