Operations

What is a CMMS? What it does, its key modules and where AI fits

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A CMMS is the software a company uses to run its maintenance: which equipment it has, what needs inspecting and when, which work orders are open, which parts are in stock and how often each unit breaks down. CMMS stands for computerized maintenance management system; in Spain it’s called a GMAO. In this article you’ll find what it’s for, its modules, how it differs from an ERP, how to choose one and what an AI agent can do on top of it.

What a CMMS is for

  • So no PM visit slips through. It stores each unit’s plan and creates the work orders when they’re due, without relying on a calendar on the wall.
  • So every unit has its history. What was done, what was replaced and how many times it has failed, all in one place.
  • To measure. Response times, MTTR, MTBF and PM compliance come out of its closed work orders.

There’s often a regulatory reason too. In Spain, for example, the regulation on thermal installations (RITE) requires maintenance to follow a preventive maintenance program with minimum intervals, and a record of every maintenance operation and repair, kept by the maintenance company for at least five years. A CMMS is the orderly way to do both.

Key CMMS modules

ModuleWhat it storesExample
AssetsEach unit with its location, make, model, serial number and documentationThe rooftop chiller on a building, with its manual
Work ordersEvery job, with its status, technician, hours and materialsLast night’s high-pressure alarm, assigned to technician 3
Preventive maintenanceWhat gets inspected on each unit and how often, and the orders it createsThe quarterly boiler inspection at a condominium
Parts and inventoryWhich parts there are, where and how many, and what each order usedFilters, belts and pressure switches in van 12
KPIsWhat comes out of the closed ordersThis month’s MTTR, MTBF and PM compliance
Technician appWork orders on the phone, with the report, photos and signatureThe report signed by the customer at the end of the visit

We explain the KPIs one by one, with their formulas, in MTTR and MTBF: what they are and how to calculate them.

Control desk at a chiller plant with four SCADA screens and paperwork on the desk

CMMS, ERP and field service software

They get mixed up because they overlap. The difference is what each one puts at the center:

CMMSERPField service software
At the centerThe equipment and its maintenanceThe business: sales, purchasing, invoices, accountingThe customer, the service call and the technician
Mostly used byThe maintenance managerAccounting and managementDispatch and technicians
Strong atPM, history and KPIsInvoicing and the booksCalls, scheduling, reports and agreements
Who has oneWhoever maintains their own equipment or their customers’Almost every companyCompanies that provide field service

Many maintenance companies don’t have a separate CMMS: they run work orders and PM in the service module of their ERP or field service software. What matters isn’t the name of the software, but that every unit has its history and no PM depends on someone’s memory.

Some CMMS products

There are dozens. These are some you’ll find at maintenance companies, described the way each vendor puts it:

  • Fracttal. Maintenance software that presents itself as an AI-powered CMMS: assets, work orders and reporting.
  • Rosmiman. Facility and maintenance management software (IWMS, CAFM and CMMS).
  • Prisma, by Sisteplant. A CMMS for services, real estate, infrastructure and industry.
  • IBM Maximo. Asset lifecycle management for large companies.
  • SAP. Maintenance inside its ERP, for companies already running SAP.

This isn’t a recommendation: the right fit depends on your size, your industry and what you already use.

How to choose a CMMS

  1. Start with the equipment. If you don’t know how many units you maintain or where they are, the first job is the inventory, not the software.
  2. Check whether your ERP already does it. A separate CMMS is one more place to type the same data.
  3. Test it with your technicians. If the mobile app is clunky, reports will arrive late or half done.
  4. Ask how to get your data out. Everything should export, in an open format, without asking permission.
  5. Ask about integrations. With invoicing, with email and with whoever takes the service calls.
  6. Count the rollout. Loading equipment, PM plans and agreements takes weeks; ask who does it.
  7. Be wary of “free forever.” Free plans usually cap users, assets or work orders. Check the limit before loading data.

CMMS and artificial intelligence

A CMMS stores and schedules, but it doesn’t answer anyone. Corrective work orders still start with a call, an email or a text that someone in the office has to take, understand and enter into the system. That’s where an AI agent fits: it doesn’t replace the CMMS, it works on top of it.

PhoneEmailTextWebsiteAI agentAnswers the request, asks for what’s missing and prepares the work orderCMMS or ERPEquipment and its history · work ordersPM plan · parts · KPIsWhatever gets approved is stored hereTechnicianGets the work orderService reportCloses the work order
The agent answers and prepares; the CMMS or ERP stores. What the agent proposes goes into the system once someone in the office approves it.

What the CMMS does

  • Stores equipment, work orders, parts and history.
  • Schedules PM and creates its work orders.
  • Measures from the closed work orders.

What an AI agent does

  • Answers the request by phone, email, text or website.
  • Asks for what’s missing: unit, make, alarm, address.
  • Prepares the work order in the CMMS or ERP for the office to approve.

What an agent is and what you can delegate to it is in what an AI agent is, and how to test one at a maintenance company is in AI agents for maintenance companies.

In short

A CMMS is the software where maintenance lives: equipment, work orders, preventive maintenance, parts and KPIs. It keeps PM from slipping, gives every unit its history and lets you measure.

It doesn’t answer service calls or fill in work orders on its own. That’s what an AI agent can do on top of it, with someone in the office approving what goes in.

Sources

  1. EN 13306:2018, Maintenance — Maintenance terminology (UNE, in Spanish)
  2. Royal Decree 1027/2007, Regulation on Thermal Installations in Buildings (RITE), Articles 26 and 27 and IT 3 (BOE, in Spanish)
  3. Fracttal
  4. Rosmiman
  5. Prisma, by Sisteplant
  6. IBM Maximo Application Suite
  7. Photo: Rsparks3, CC0, via Wikimedia Commons

About the author

Joaquín TenésCo-founder of Delegic

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