Quick answer
Quick answer
Drift is a renewal risk signal. Track mean days after due by tier and customer; intervene with capacity or template fixes before renewal conversations.
About this template
This is a leadership view, not a technician worksheet.
Feed it from work order completion dates.
Preview
Excerpt of the downloadable layout—tables and checklists match the file you can install into your ops stack.
Drift by customer
| Customer | Tier | Visits due YTD | Completed in-window | Mean days after due |
|---|---|---|---|---|
| Acme Foods | Gold | 12 | 9 | 11 |
Download
equipify-recurring-visit-drift-tracker.md
Structured Markdown you can version in Git, copy into policy portals, or convert to PDF.
FAQ
- What is an acceptable mean days after due?
- Set tier policies; improve the system until the curve stabilizes—avoid arbitrary blame.
Run templates as live workflows
Equipify connects assets, work orders, scheduling, and billing so checklists become auditable execution—not orphaned PDFs. Start a trial to map your first PM route and dispatch triage board.
Prefer a walkthrough? Contact us with your vertical and fleet size—we will map these templates to your Equipify workspace.