PM compliance rate
PM compliance rate is the percentage of agreement-covered equipment that is currently up to date with its preventive maintenance schedule, based on the visit intervals defined in the service agreement.
The inputs.
- Covered units up to dateAgreement-covered equipment currently current on its PM schedule, based on the visit intervals in the service agreement.
- Total covered unitsAll equipment covered by an agreement — the denominator compliance is measured against.
- Snapshot, not a rateCompliance is point-in-time — an asset is either current or it isn't. That differs from PM completion rate, which measures visits performed over a period.
How to read PM compliance rate.
How to calculate PM compliance rate
PM compliance rate equals the number of covered equipment units currently up to date on their PM schedule divided by total covered equipment units. Unlike PM completion rate, which looks at visits over a period, compliance rate is a point-in-time snapshot — an asset is either currently compliant or it isn't, based on when its last required visit was due.
Why PM compliance rate matters for commercial contractors
Compliance rate is what a facilities manager or an internal agreement audit actually asks about — not whether every scheduled visit last quarter happened, but whether the equipment sitting on their roof or in their mechanical room is covered right now. It's also a liability question: on agreement-covered equipment, a failure that occurs while the asset is out of compliance is a harder conversation than one that occurs on a unit with a clean PM record.
PM compliance rate vs PM completion rate
Compliance rate is the current status of the asset; completion rate is the execution record of visits over a period. A branch can post a strong completion rate every month and still carry a chunk of non-compliant equipment if a handful of units were missed early and never caught up — which is why both metrics are usually tracked side by side rather than one substituting for the other.
How Thermal tracks PM compliance rate automatically
Because equipment, service agreements, and visit history are all connected records rather than separate lists, Thermal calculates each unit's current compliance status automatically and rolls it up by branch, agreement, or equipment class. That status is what feeds agreement renewal conversations and equipment risk views, without a manual audit before every renewal.
Questions attached to this term.
How is PM compliance rate different from PM completion rate?
Compliance rate is a snapshot of whether covered equipment is currently up to date. Completion rate is a rate of visits performed on schedule over a period. An asset can be non-compliant today even if last quarter's completion rate was strong.
How does PM compliance rate affect renewals?
It's often the single number a facilities manager asks for before renewing a multi-site agreement, since it's a direct proxy for whether the contractor is actually delivering the coverage being paid for.
Does PM compliance rate apply to non-agreement equipment?
It's most meaningful for agreement-covered equipment, since that's where a defined PM schedule and interval exist to measure against. Equipment without an agreement typically doesn't have a compliance obligation to track.
How often is PM compliance rate recalculated?
It updates continuously as visits complete and due dates roll forward, rather than on a fixed reporting cycle — so the number reflects current status whenever it's checked.
These numbers, on your own book.
If you want to see them calculated from real work orders and agreements rather than a spreadsheet, that's a demo.