1
Add your locations
Make sure you are in the right branch, your plant or store, then create the locations within it. See Locations and zones.
2
Add zones and subzones
Break each location into the physical areas where equipment actually sits, such as a utility block, a production hall or a floor.
3
Create asset types
Group similar equipment, such as compressors, DG sets, chillers or fire extinguishers, so you can filter and report on them together.
4
Build your asset register
Add every asset with its type, location and zone. See Assets.
5
Invite your team
Add users, give each one the right role, and group them into teams. See Users and roles and Teams.
6
Add vendors and parts
Add the suppliers and contractors you work with, then your spare parts stock. See Vendors and Parts and inventory.
7
Set up checklists and meters
Write the checklists your technicians follow, and add meters for anything you read, such as running hours, energy or flow. See Checklists and Meters.
8
Schedule preventive maintenance
Turn routine jobs into recurring work so nothing depends on memory. See Preventive maintenance.
9
Start running work orders
Raise, assign and close jobs from the web or the mobile app. See Work orders.