How it is organised
Tabs: Dashboard, Work orders, Technicians, Schedule and Requests. The Dashboard shows what is scheduled, in progress, completed, backlogged and overdue, and what maintenance cost this month and this year.Common tasks
Ask for a repair
Choose Request Maintenance, pick the asset (or No asset (location / one-off)), and describe the problem. The request waits under Requests, where a manager approves it, which creates a work order, or rejects it with a reason.Work a work order
A work order has a type (Routine, Repair, Inspection, Upgrade, Checkup), a technician, a vendor if a contractor does it, labour hours and cost, and the parts used, taken from your stock or entered by hand. Its status is Scheduled, In Progress, Completed or Deferred.- Create PO raises a draft purchase order for what the work needs.
- When the work is completed, the parts used are deducted from stock, and the asset’s next service date moves on.
- Bill contractor raises the vendor’s bill for a completed work order.
Plan preventive maintenance
On an asset, set its Maintenance Interval in months or days. The Schedule tab then lists assets that are due: create a work order for one, or Generate work orders for all of them at once.Manage technicians
Add, edit and remove the people who do the work on Technicians.See also
Asset Management
Where the maintenance interval is set.
Procurement
Purchase orders for parts.
Products & Services
Parts in stock.