Maintenance Plan Desk
HVAC Maintenance Plan Tracker: Visits and Renewals. Keep customers, equipment, yearly plans and tune-up visits in one app. Techs sign in on a phone, see their own visits and log what they found. Every Monday the owner gets the visits still to book and the plans that renew in 30 days, and each finished visit gets a short customer summary ready to send. Comes with marked sample data.
Maintenance Plan Desk is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Maintenance Desk Assistant. Its automations include Monday maintenance review and Completed visit customer summary.
by @john
What you can do with Maintenance Plan Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Maintenance Plan Desk works
- Monday maintenance review: when Every Monday at 7 AM, then Find unscheduled visits due this month and List unscheduled visits.
- Completed visit customer summary: when a visit is marked done, then Write a customer-ready visit summary and Save the customer summary.
Built with Taskade Genesis
- Category: Tools
- AI agents: Maintenance Desk Assistant
- Automations: Monday maintenance review, Completed visit customer summary
- Workspace: 4 projects, 1 AI agent, 2 automations