Feature — Planned MaintenancePreview · Maintenance calendar view
Preventive service. Automatically scheduled.
AMC contracts include scheduled visits — Crystal CRM makes sure none of them are ever forgotten.
The Problem
Quarterly service visits are easy to promise, easy to forget
Your AMC contract says quarterly maintenance. But without a system tracking it, those visits slip — and clients notice when the 'quarterly service' hasn't happened in eight months.
Crystal CRM schedules preventive maintenance the moment the contract is created.
Capability 01
Automatic Scheduling
Based on your AMC's visit frequency, Crystal CRM generates the full maintenance schedule automatically.
- Quarterly, half-yearly, or annual frequency support
- Full year's visit schedule generated on contract creation
- Linked to the specific products the contract covers
- No manual calendar management required
Capability 02
Proactive Reminders
Agents are reminded before each scheduled visit comes due — not after the client calls asking where the technician is.
- Reminder alerts ahead of each scheduled visit
- Assigned automatically to the responsible field agent
- Integrated with the Field Operations check-in flow
- Visible on the team's upcoming schedule view
Capability 03
Complete Maintenance History
Every completed preventive visit builds a service history — useful for renewals, warranty claims, and client trust.
- Full history of past maintenance visits per product
- Notes and outcomes recorded for every visit
- Visible to any agent handling future tickets for that unit
- Demonstrates service value at renewal time