HVAC scheduling

HVAC Preventive Maintenance Scheduling for Commercial Buildings

Filters, belts, coils, and seasonal changeovers on a repeating schedule — unit by unit, building by building, with the cost history to back up a replacement decision.

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simplesmartcmms.app/work-orders/wo-4118
Work Order
Closed
Location
Building CRoofRTU-3
Description
Quarterly PM: replaced belts, changed filters, cleaned condenser coil, checked refrigerant charge.
Category
HVAC / Preventive
Labor
2.25 hr
Parts auto-matched
  • V-belt (A42)×2$18.00
  • 20x25x2 pleated filter×4$36.00
Total cost
$168.75
How scheduling works

Set the interval once. The work order shows up on time.

  • Buildings, mechanical rooms, and individual units nested as locations
  • Monthly, quarterly, semi-annual, or annual intervals per unit
  • Filter sizes and belts stocked as inventory, priced as they're used
  • Seasonal heating and cooling changeovers as their own repeating task
  • Completed PM history stays searchable by unit, building, and date

Repeating schedules

Set the interval once per unit — the next work order appears without anyone rebuilding the list each month.

Filter and belt stock

Sizes live in inventory. Name them in the description and the cost attaches to the job.

Unit-level history

Every visit to RTU-3 in one place, so a repeat problem is visible before it becomes a failure.

Reactive plus planned

The no-heat call and the quarterly PM live in the same system.

Same-day calls

A tenant complaint becomes a work order in under a minute on a phone, logged against the same unit.

Airflow and comfort issues

Zone-by-zone repair notes so recurring hot and cold complaints get diagnosed once, not quarterly.

Repair-or-replace evidence

Annual maintenance spend per unit, ready for the capital request instead of assembled from memory.

Managing whole buildings and grounds? See facility maintenance software. Running HVAC for a congregation? See church HVAC scheduling.

Pricing

Straightforward, per-seat pricing.

No setup fees. No sales calls required. Start with a 15-day free trial.

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Admin Seat
$40/ month
  • Full admin access
  • Unlimited work orders
  • Cost reporting & search
  • Inventory & locations setup
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Additional Users
$20/ user / month
  • Technician access
  • Mobile-friendly entry
  • Add or remove anytime
  • No per-work-order fees
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Example: 1 admin + 3 techs = $100/month
FAQ

Common questions.

How do I schedule HVAC preventive maintenance across several buildings?
Add each building and mechanical room as a location, add the rooftop units, air handlers, and split systems beneath them, then attach a repeating schedule to each unit — monthly filters, quarterly belts and coils, twice-yearly seasonal changeover. Work orders generate on the interval and land on the right building automatically.
How often should commercial HVAC preventive maintenance run?
Most commercial buildings run filter checks monthly, belt, bearing, and coil service quarterly, and a full heating and cooling changeover twice a year. Set the intervals that match your equipment and your climate — the schedule repeats without anyone rebuilding the list.
Can I see what each HVAC unit costs to maintain?
Yes. Parts and labor attach to the work order as the job is closed, so every unit builds a running cost history. When a rooftop unit starts costing more in service calls than a replacement would, the report shows it.
Technician servicing mechanical equipment in a commercial building
Planned HVAC service and emergency calls in one record.

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