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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 4 projects & knowledge bases, 1 AI agent, and 2 automations & workflows — ready to run or customize after you clone.

John Xie published this tools app in the Taskade Community Gallery.