Chief Playbook

• Warranty status • Manufacturer requirements • Failure history • Inspection and code requirements The better you know your building, the more eSective your PM strategy will be. 2. Know Your Team Every engineer has diSerent strengths. Understand: • Who excels at HVAC vs plumbing vs electrical This knowledge allows you to: • Assign PMs eSectively

• Avoid overloading individuals • Build skills intentionally • Develop stronger, more versatile engineers

• Who works eSiciently on RPMs • Who needs exposure to certain equipment • Who can work independently vs who needs guidance

3. Ensure Transcendent Is Set Up Correctly Transcendent should support your team—not create unnecessary work. Verify: • Correct PM frequencies • Accurate asset lists • No duplicate assets or unnecessary PMs • Work Instructions tied to inspections Incorrect setup leads to: • Missed PMs • Duplicate work • Compliance risk • Frustration and burnout

4. Daily PM Productivity Expectations Set clear expectations:

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