Upcoming PPMs
23
Overdue PPMs
6
Contracts Expiring
9
No Contract
34
PPM pipeline this quarter
Status of all planned preventative maintenance visits, Aug – Oct 2026
41
Scheduled
23
Reminder Sent
15
Customer Accepted
6
Overdue
58
Completed YTD
Upcoming & overdue PPMs
Next scheduled visits across all sites
| Customer / Site | Contract | Frequency | Next Due | Status |
|---|
Recent customer responses
Accept / decline via reminder email
Reminder activity
Automated emails, last 7 days
18Internal
18Customer
11Responded
Internal reminders fire 30 days before due date to info@elitetechprecision.co.uk. Customer emails send at the same trigger with Accept / Decline actions.
Customers
Imported from Excel · 128 customers · 34 without an active maintenance contract
| Name | Job Ref Number | Job Details | Date of Completion | Phone | Status | Region | Actions |
|---|
Contracts & PPM schedule
Every active installation and its next preventative maintenance due date
All (94)
Upcoming (23)
Overdue (6)
Contract Expiring (9)
| Customer / Site | Contract Ref | Frequency | Last PPM | Next PPM Due | Contract Expiry | Status |
|---|
Completed PPM records & service history
Permanent record of every completed visit, job sheet and recommendation
| Job Sheet | Customer / Site | Engineer | Completed | Recommendations | Attachments |
|---|
Service Management
Create, update and track service jobs, engineer visits, completion records and notes
| Job Ref | Customer | Service Type | Engineer | Visit Date | Status | Notes | Actions |
|---|
Contract Management
Create, edit and manage maintenance contracts and PPM frequency
| Contract Ref | Customer / Site | Start Date | Expiry | Frequency | Next PPM | Status | Actions |
|---|
Customer responses
Accept / decline replies captured from PPM reminder emails
| Customer / Site | PPM Due | Reminder Sent | Response | Responded On |
|---|
Reports & Excel Export
Ireland-ready management, operations and customer reporting
Upcoming PPMs
PPMs due in the selected date range.
Overdue PPMs
Outstanding visits requiring action.
Contracts Expiring Soon
Renewal and retention planning.
Customers Without Contract
Sales opportunity and follow-up list.
Customer Responses
Accepted and declined PPM responses.
Full Service History
Completed jobs, reports, photos and recommendations.
Service Jobs
Scheduled, active and completed service work.
Contracts Register
Contract status, expiry, frequency and next PPM.
Customer Register
Customer contacts, addresses and job references.
Report Preview
Filtered results preview before Excel export
0Rows
DD/MM/YYYYDate Format
€ EURCurrency
Europe/DublinTimezone
| Report | Customer | Reference | Date | Status |
|---|
Settings
Ireland deployment, email alerts, PPM defaults, users and security configuration
Ireland-ready UI profile: Dublin timezone, EUR currency, DD/MM/YYYY date format and configurable customer/internal PPM alerts.