Software for preventive maintenance

Yes, in Lumiform, you create entities to represent individual assets, and you can assign multiple distinct templates to the same entity. A single machine can have separate checklists for electrical, hydraulic, mechanical, and other trades, each visible only to the relevant group. This directly addresses the scenario where the same equipment requires five different checklists across five trades, without merging them into one unwieldy form that creates confusion for workers.

Totally! You schedule recurring inspections in Lumiform and the system sends automatic reminders via email or app notification when a check is due. Every completed inspection generates a timestamped, audit-ready report that documents exactly who completed it and when. If a check is overdue, it appears flagged in the dashboard. This replaces the situation where checks get forgotten because there is no trigger and no documented proof they were done.

Lumiform supports flexible scheduling per template, so you can configure different recurring intervals for different machines. For machines that run on hour counters rather than fixed calendar cycles, the scheduling system accommodates varying trigger logic per asset. Each machine type gets its own schedule, independent of others. This handles the real-world situation where some machines need all tasks at once on a fixed cycle, while others require task triggers based on operational hours.

Yes, that is possible. Foremen assign inspections and tasks to specific workers in real time through the desktop, outside of any pre-set recurring schedule. When an electrician gets pulled to assist a mechanic and daily capacity shifts, the foreman reassigns that day’s tasks immediately. Workers see their updated assignments on the mobile app. This replaces the current situation where last-minute changes are handled informally and maintenance tasks end up at the bottom of the priority list.

Every completed inspection in Lumiform is stored as a timestamped, signed, audit-ready report. You filter by asset, date, or worker and retrieve the full maintenance history immediately. Reports are exportable as PDFs and can be stored in SharePoint or OneDrive for centralized access. When a prosecutor asks about the last maintenance on a piece of equipment, you open the record and show exactly what was done, by whom, and when. The archive is always current and defensible.

Yes, when a supervisor reviews a completed inspection and identifies an issue, they create a corrective action and assign it directly to the relevant worker. That worker sees the action on their mobile app, can update its status, and leave comments. The entire workflow stays within Lumiform. This replaces the current process where checklist findings get manually re-entered into Teams as tasks and then reviewed in separate meetings, which fragments the workflow and loses context.

Field workers flag anomalies during inspections, add photos and notes in context, and submit the form. Those findings feed into Lumiform’s analytics dashboard, where you filter results by asset, location, date range, or category to identify recurring issues. Over time, patterns become visible across machines or shifts. This replaces the approach of exporting results to Excel and building custom analyses each time, which is not scalable and makes trend identification slow and inconsistent.

Yes, Lumiform’s roles and permissions system controls exactly which templates each user or group can access. An electrician sees only electrical checklists. A hydraulics worker sees only hydraulics checklists. Foremen see only their group’s work. No worker can access another trade’s forms or the analytics dashboard unless you explicitly grant that permission. This is a hard configuration, not a workaround, and it prevents the problem of checklists becoming too large and irrelevant for the people completing them.

The Forms section in Lumiform shows scheduled inspections, and the dashboard gives an overview of planned, ongoing, and completed inspections. You can see which templates are due by calendar week and which are overdue. This gives operations managers a clear picture of what is expected versus what has been completed across all locations and assets, replacing the current situation where there is no structured overview and checks get missed because no one has visibility into the schedule.

Lumiform replaces the manual task-copying step. Foremen assign tasks directly in the platform, workers complete them on mobile, and results are stored automatically with timestamps. The current workflow where foremen copy from a maintenance overview into Excel, workers log hours on paper, and a clerk re-enters hours into SAP is a direct pain point Lumiform addresses on the task and documentation side. SAP integration for hour reporting would need to be confirmed with the sales team based on your specific setup.

Yes, in the Forms section, you duplicate any existing template with one click, then edit only the questions that differ. If two areas share the same checklist structure but have different specific questions, you copy the original and adjust it. This directly solves the problem of having to rebuild every sub-field, free-text box, and image upload from scratch for each new checklist, which is the core frustration with tools like Microsoft Forms where every question requires manual reconstruction of all its components.

Yes. Lumiform integrates with MS SQL, MySQL, and PostgreSQL, allowing you to push inspection data into a relational database for custom analysis and reporting. These integrations are available as an add-on on the Professional plan or included in the Enterprise plan. If your team currently exports results to Excel and builds analyses manually each time, a direct database connection gives you a complete, structured data set that you query and analyze without rebuilding reports from scratch every time.