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How mechanical engineering companies improve their maintenance processes through digital Operational planning and the use of a mobile app

The mechanical engineering industry is one of the leading innovation sectors in Germany. Be it the use of artificial intelligence, automation of manufacturing processes or the transition to the smart factory. So how can it be that the increasingly important area of customer service is not automated and digitized?

Digital Operational planning for Technicians in the field

Excel lists and Outlook are a thing of the past as soon as modern maintenance software is in operation. Operational planning for the scheduling of fitters can be handled digitally via the software. All customer service objects are stored in Asset Management with the corresponding data such as commissioning date, maintenance plans and checklists.

As part of predictive maintenance, several parameters such as system type, capacity utilization, last maintenance work and live meter values flow together to create precise forecasts of maintenance dates, so that the office staff receive reminders in good time and can schedule maintenance and repair work for the customer.

Efficient, digital Operational planning suggests suitable employees for an Operation. All information such as Asset history, maintenance dates and various evaluations are directly accessible to all employees and lead to a significant increase in transparency in customer service.

On-site maintenance

Once the operation has been planned in the office, the relevant service technician receives all the relevant operation data on their mobile app and can carry out the activities in accordance with a specified maintenance plan or maintenance protocol, for example. The necessary test points and measured values are filled in, material consumption is specified and the time is recorded. All information is summarized in a clear service report for the customer.

After completion of the service report, including photo documentation and digital signature from the customer, the report is synchronized with the office staff and can then be checked directly and released for invoicing.

Since maintenance and servicing in the mechanical engineering industry often take more than one day, or assembly work takes place abroad, the immediate, digital feedback of deployment information means that there are no delays in invoicing. If required, the maintenance software can also be connected directly to an ERP system so that all billing-relevant data is transferred directly and no manual, error-prone transfer effort is required.

Top trend: Remote monitoring

Live data from the Asset can be integrated using connectable service software and a specific machine interface, ensuring faster and more efficient service. Operating hours and fault messages are displayed directly and, depending on the type of fault message, a ticket for the corresponding work on the machine is created immediately so that the fault can be rectified without delay by directly scheduling a technician.


The introduction of maintenance and servicing software offers immense advantages for your own company and for your customers.

Thanks to effective Operational planning, there is no overlap or idle time for service technicians. Proactive appointment agreements based on the automatic maintenance intervals create a high level of customer loyalty.

The benefits for the customer should not be neglected either: Regular maintenance extends the service life of the Asset and the fast processing of fault reports avoids expensive downtimes and production losses, thus increasing customer satisfaction.