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Video Library
All your questions with respect to trial, setup, billing and other answered in one place
Getting Started
- Importing assets or adding assets manually
- Link a Checklist to a Preventive Maintenance Category
- Create employee roles and manage permissions
- Import or Create Customers
- Create Work Order Checklist and link to a Work Order Category
- Import or Create Employee data
- Import or Create Vendors
- Create a Preventive Maintenance Category
- Import or Create a Work Order
- Create a Work Order Category
- Create Preventive Maintenance Checklist
- Import or Create Inventory Items
- Import or Create Locations and Sub-locations
- Import or Create Preventive Maintenance
Work Order
- How to associate a checklist to a work order type category in the settings section
- How to download or email a work order report
- How to mass update the assignee on work orders
- How to customize work order columns
- Overview- Work Orders Management
- How to access work order dashboards
- How to create a new work order
- How to generate invoice on a work order
- How to asssign a work order to a technician
- How to delete a work order
- How to create a work order checklist
- How to add labor services and it's cost to a work order
- Create a new work order category
- How to customize the default work order forms in settings
- Using filters on work orders
- How to consume or deploy parts and inventory items to a work order
- How to access various types of work order reports
Preventive Maintenance
- How to access timecards/worklogs associated with a Preventive Maintenance
- How to filter preventive maintenance
- How to customize Preventive Maintenance/Inspections' Screen's columns
- How to asssign a Preventive Maintenance to a technician
- How to create new Preventive Maintenance/Inspection checklists in settings
- How to access and download a Preventive Maintenance or inspection report
- How to access and create a new Preventive Maintenance type category in settings
- How to access Preventive Maintenance dashboards and reports
- How to customize the default Preventive Maintenance forms in settings
- How to create a new Preventive Maintenance
- Detailed Walkthrough- Preventive Maintenance
My Activities
- How do I access my team's overdue activities
- How do I filter my today's activities based on activity type
- How do I access my team's today's activities based on Customer
- How do I access my team's today's activities based on Location
- How do I access and review leave request of my team
- How to access my today's activities
- How to access calendar view of my team's work plan
- How do I access my today's activities based on Location
- How do I access my overdue activities
- How do I access my team's worklog regularization requests
- How do I filter my team's today's activities based on activity type
- How do I access my team's today's activities based on Asset
- How do I access my today's activities based on Customer
- How do I access my today's activities based on Asset
- How do I access my team's attendance regularization request
- How do I access my team's expense approval requests
- Work Activities Overview
- How can I access my team's future or upcoming activities
- How can I access my future or upcoming activities
- How to access my team's today's activities
- How can I check my worklog, attendance and expense approval requests
- How do I place an attendance regularization request
- How do I place a leave request
Scheduler and Dispatcher
Mobile App
- How to sign-in to mobile app
- Manage Asset Status in Mobile App
- Create work order in mobile app
- What Is My Domain Name for Mobile App Sign-in
- Edit and Update Completed Work Orders and Checklist in Mobile App
- Applying Leave in Mobile App
- Scan QR Code using Mobile App
- Clockin and Clock-out Explained
- Perform work order using app