Annual services that book themselves.
Set up a maintenance contract once — the asset, the frequency, the price — and The Job Planner creates each service job ahead of time, every cycle.
Without it
- A spreadsheet of who's due for a service
- Contract customers forgotten until they ring
- PPM locked behind a more expensive plan
With The Job Planner
Set once
Pick the customer, site, assets, frequency and value.
Jobs appear ahead of time
The daily run creates the next job before it's due, ready to schedule.
On every plan
Planned maintenance isn't an upgrade — it's included.
What's inside
Any frequency
Monthly, quarterly, six-monthly, annual — whatever the contract says.
Linked to assets
Service dates write back to each asset, so its history and next due date stay right.
Generate now
Need the next visit early? Generate it with one click.
Works with certificates
Issue the service record or CP12 from the generated job; the renewal date moves on automatically.
3 steps
- 1Create the contract
- 2Jobs are generated ahead of each due date
- 3Schedule, attend, certify, invoice as normal
Can I import my existing service dates?
Yes — bring assets across with their next-service-due dates from Joblogic or a spreadsheet and reminders start from day one.
Works hand in hand with
See it with your own jobs.
14-day free trial · no card · every feature switched on.