Lay out the entire year of contract maintenance in one pass: every site, every piece of equipment, every visit interval, placed on the calendar so the quiet weeks fill up and the busy weeks do not collapse. Recurring revenue stops depending on someone remembering.
The live Taskade Genesis app on this page is a working recurring schedule. Open a month, look at how visits, sites, and intervals connect, then use it and you own a running copy in about ten seconds. Try it here first, which is what a live app is for.
That app is the Maintenance Tracker Dashboard, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a preventive maintenance scheduler out of the box, so treat it as the starting point: clone it, then carry its service intervals across and describe the rest of this build to Taskade Genesis.
The build is a real maintenance plan. Each site carries its equipment list, and each piece of equipment carries its service interval, whether that is quarterly, semiannual, by run hours, or by season. The app generates the visit schedule from those intervals, spreads visits across weeks so no single week is overloaded, respects site access windows, and marks which visits are covered by an agreement and which are billable. Each generated visit already knows the checklist for that equipment type, so the technician arrives with the right task list.
Read the plan in whichever layout you need:
- Calendar view for the full year of visits, month by month
- Table view for every site and its next due date, sorted by how overdue it is
- Board view to track each visit from scheduled, to confirmed, to complete
- Gantt view for multi-visit projects that span weeks
- Plus List, Mind Map, and Org Chart across the 7 project views
Automations run the cycle. With Taskade automations, a completed visit schedules the next one at the correct interval, a confirmation goes to the site contact a week ahead, and any visit that slips past due escalates to the service manager. Across 100+ bidirectional integrations, Google Calendar pulls site availability in while Gmail and Slack push confirmations and overdue alerts out. See recurring automations and recurring tasks.
The AI agents here carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration. The Maintenance agent reads the history for each unit, so equipment that keeps failing between visits gets its interval questioned instead of quietly consuming your callback budget.
Use the app, invite your service manager and coordinators, and the plan, the equipment records, and the visit history are yours.
Explore live scheduling apps in the Community Gallery, start a build at Taskade Genesis, or read the booking system guide. Contract coverage is tracked in service agreement renewals, and each visit checklist comes from service type job checklists.
Contract maintenance slips for a boring reason: nobody owns the calendar. Visits are due in a vague window, the busy weeks eat the attention, and by autumn a third of the year plan is quietly behind. Generating the whole year up front turns that from a memory problem into a scheduling problem, which is solvable. It also changes the sales conversation, because a customer can see their visits on a calendar rather than trusting that you will remember. Operators who fill their slow weeks with contract work first tend to find their busy weeks stop being chaotic, since less deferred work piles into them.
Frequently Asked Questions
Can it schedule by run hours instead of by date?
Yes. Describe the rule and the agent applies it: every 500 run hours, every 90 days, or whichever comes first. Run hours are captured on visits, often by photographing the meter, so the next due date reflects real usage rather than the calendar alone.
How does it avoid stacking every visit into the same week?
It spreads generated visits across the available weeks inside each due window, weighting toward your slower periods. You can see the load per week on the calendar and drag anything that still looks heavy.
What happens when a customer reschedules?
Move the visit and the following interval recalculates from the actual service date, not the original plan, so a single delay does not permanently shift the whole year out of alignment.
Can it tell me which visits are covered and which are billable?
Yes. Coverage is a field on the agreement, so each generated visit is marked covered, partially covered, or billable, and that flows to invoicing without anyone having to check the contract by hand.
Does it handle sites with many different pieces of equipment?
That is the normal case. A site holds any number of units, each with its own interval and checklist, and the app groups units due within the same window into a single visit so you do not send a truck three times in one month.
Will customers know when we are coming?
Yes. Confirmations go out ahead of each visit, and full arrival communication is covered in customer job status updates.
What if we are already behind on maintenance visits?
Load the current state and the app shows every overdue site ranked by how far past due it is and by contract value. Most operators find the recovery plan is the first thing this build gives them.
Can technicians see the equipment history before the visit?
Yes. Each generated visit links to the unit and its full history, so the technician arrives knowing what was replaced last time and what was flagged for watching. That context is what turns a routine visit into one that catches a failure early.
