FAQs & Reference

To create work orders efficiently: 1) Use templates for common issues, 2) Set up automation rules for assignment based on location/skill, 3) Use bulk creation for recurring maintenance, 4) Enable mobile creation for field teams. Templates can reduce creation time by 60% and ensure consistent information capture.

Use a priority matrix considering: Safety (highest priority), operational impact, cost implications, and regulatory compliance. Set up automatic escalation for critical issues after 2 hours and high-priority items after 4 hours. Emergency safety issues should bypass normal workflows.

Navigate to Assets → Preventive Maintenance. For each asset: 1) Set maintenance intervals based on manufacturer recommendations, 2) Create detailed task checklists, 3) Assign default technicians, 4) Configure lead time notifications (typically 7-14 days), 5) Enable automatic work order creation. Start with critical HVAC and safety systems.

Yes! Create custom workflows for: Standard maintenance (review → assign → complete), Emergency requests (auto-assign → complete → review), Capital projects (budget approval → procurement → execution), and vendor work (approval → coordination → completion). Each workflow can have different approval requirements and timelines.

Use the Reports dashboard to create: Weekly summary reports (completion rates, pending items), Monthly executive summaries (cost analysis, trends), KPI dashboards (response times, satisfaction scores), and compliance reports. Set up automatic email delivery for regular reporting cycles.

1) Complete your organization profile and branding, 2) Import or create your facility locations and room listings, 3) Set up user accounts and assign roles, 4) Configure basic work order categories and workflows, 5) Import asset data if available, 6) Set up your first public reporting portal, 7) Train your team on basic functions.

Professional plans include 5 user accounts, Enterprise plans include unlimited users. Additional users can be added to Professional plans for $15/month each. Enterprise plans also include guest access for contractors and vendors with limited permissions.

Yes! We support data import from Excel/CSV files and direct integrations with popular CMMS systems. Our support team provides free data migration assistance for Enterprise customers. Common imports include: assets, locations, contact lists, and historical work order data.

We offer integrations with: Microsoft 365 & Teams, Google Workspace, Slack, Salesforce, QuickBooks, Building Automation Systems (BAS), IoT sensors, Active Directory/LDAP, and major accounting systems. Enterprise customers can access our REST API for custom integrations.

Yes! The mobile app works offline for viewing assigned work orders, updating status, adding notes, and taking photos. Data synchronizes automatically when connectivity is restored. Critical for technicians working in basements, remote areas, or during network outages.

Enterprise-grade security includes: 256-bit SSL encryption, SOC 2 Type II compliance, regular penetration testing, automatic backups, role-based access controls, audit trails, and optional single sign-on (SSO). Data is hosted in secure, redundant data centers with 99.9% uptime SLA.

Absolutely! Upgrade to Enterprise for advanced features like custom workflows, unlimited users, and API access. Plan changes take effect at your next billing cycle. Contact your account manager for custom feature additions or enterprise discounts for annual contracts.

You can cancel anytime. Your data remains accessible through the end of your billing period, then enters a 30-day retention period. We provide complete data export in standard formats (CSV, PDF) before account closure. No cancellation fees or penalties.