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Help Center

Video Library

Video Library

All your questions with respect to trial, setup, billing and other answered in one place

Getting Started

Import or Create Preventive Maintenance

Import or Create Locations and Sub-locations

Import or Create Inventory Items

Create Preventive Maintenance Checklist

Create a Work Order Category

Import or Create a Work Order

Create a Preventive Maintenance Category

Import or Create Vendors

Import or Create Employee data

Create Work Order Checklist and link to a Work Order Category

Import or Create Customers

Create employee roles and manage permissions

Link a Checklist to a Preventive Maintenance Category

Importing assets or adding assets manually

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Work Order

How to access various types of work order reports

How to consume or deploy parts and inventory items to a work order

Using filters on work orders

How to customize the default work order forms in settings

Create a new work order category

How to add labor services and it's cost to a work order

How to create a work order checklist

How to delete a work order

How to asssign a work order to a technician

How to generate invoice on a work order

How to create a new work order

How to access work order dashboards

Overview- Work Orders Management

How to customize work order columns

How to mass update the assignee on work orders

How to download or email a work order report

How to associate a checklist to a work order type category in the settings section

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Preventive Maintenance

Detailed Walkthrough- Preventive Maintenance

How to create a new Preventive Maintenance

How to customize the default Preventive Maintenance forms in settings

How to access Preventive Maintenance dashboards and reports

How to access and create a new Preventive Maintenance type category in settings

How to access and download a Preventive Maintenance or inspection report

How to create new Preventive Maintenance/Inspection checklists in settings

How to asssign a Preventive Maintenance to a technician

How to customize Preventive Maintenance/Inspections' Screen's columns

How to filter preventive maintenance

How to access timecards/worklogs associated with a Preventive Maintenance

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My Activities

How do I place a leave request

How do I place an attendance regularization request

How can I check my worklog, attendance and expense approval requests

How to access my team's today's activities

How can I access my future or upcoming activities

How can I access my team's future or upcoming activities

Work Activities Overview

How do I access my team's expense approval requests

How do I access my team's attendance regularization request

How do I access my today's activities based on Asset

How do I access my today's activities based on Customer

How do I access my team's today's activities based on Asset

How do I filter my team's today's activities based on activity type

How do I access my team's worklog regularization requests

How do I access my overdue activities

How do I access my today's activities based on Location

How to access calendar view of my team's work plan

How to access my today's activities

How do I access and review leave request of my team

How do I access my team's today's activities based on Location

How do I access my team's today's activities based on Customer

How do I filter my today's activities based on activity type

How do I access my team's overdue activities

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Scheduler and Dispatcher

Assign Work Order to Technician in Dispatcher

Add Schedule of a Work Order Using Dispatcher

Scheduler and Dispatcher Overview

Managing Filters in Scheduler and Dispatcher

Mobile App

Perform work order using app

Clockin and Clock-out Explained

Scan QR Code using Mobile App

Applying Leave in Mobile App

Edit and Update Completed Work Orders and Checklist in Mobile App

What Is My Domain Name for Mobile App Sign-in

Create work order in mobile app

Manage Asset Status in Mobile App

How to sign-in to mobile app

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