Videos

Getting Started
getting started with cmms
Registration to Training (playlist)
1. Account Setup: Introduction
2. Account Setup: Subscription Plans
3. Account Setup: Account Creation
4. Account Setup: Inputting Your Data
5. Account Setup: Account Customization
6. Account Setup: Populating Your Data
7. Account Setup: Data Import Sheet
8. Account Setup: Users & Vendors
9. Account Setup: Mobile App
prerecorded cmms
Pre-recorded Live Demo
Company Admin & Editor Training
cmms training
Admin & Editor Training (playlist)
1. Admin & Editor Training: Introduction
2. A & E Training: Overview
3. A & E Training: Account Setup
4. A & E Training: Work Orders
5. A & E Training: Dashboard & Menu
6. A & E Training: User Roles
7. A & E Training: Mobile App
8. A & E Training: S.L.A. Setup
Vendor Roles

Vendor Limited (can’t submit wo’s)

Vendor Unlimited (submits wo’s)
Staff Training
Submitter or Tenant cmms
Maintenance Staff (playlist)
1. Staff Training: Introduction
2. Staff Training: Menu
3. Staff Training: Submitting Work Orders
4. Staff Training: Completing Work Orders
5. Staff Training: Mobile App
submit work orders
CMMS training videos viewed by various user levels within your account

 

Admins and Editors
1. Overview various system roles
2. How to use filters
3. Email titles, CSV export and print
4. How to setup the hyperlink to your Guest Portal
5. Importing your data overnight
6. My work orders, overdue, pending, staff , to do list
7. Color status in Calendar
8. Monthly, weekly and daily views within the Calendar
9. Create/edit Buildings
10. Create Edit Locations
11. Create or Edit Assets
12. Manage parts inventory w/ quantity threshold
13. Invite 2 types of Vendors
14. Asset/location/vendor work orders summaries
15. Create, edit, save and attach invoices
16.
17. How to invite Unlimited Users
18. The Company tab
19. Setup tab (add assets/locations)
20. Create edit work order
21. edit work order as Editor
22. Approving/Cancelling a work order
23. Create edit work order as Staff
24. Create edit work order as Submitter
25. Create edit work order as Vendor unlimited
26. View work order as a Viewer
27. Setup your Guest Portal
28. Setup a new PM
29. Schedule a new PM
30. Tasks, Attachments and PM occurrences
31. Work order status reports
32. Work order summary report
33. Asset/building/location costs summary
34. Labor cost summary report
35. Threshold reports
36. Mobile apps
37. Upgrade/downgrade subscription
38. Reopening a Completed WO
39. Create your Task Library
40. Invite USERS
Admins
1. Overview various system roles
2. How to use filters
3. Email titles, CSV export and print
4. How to setup the hyperlink to your Guest Portal
5. Importing your data overnight
6. My work orders, overdue, pending, staff , to do list
7. Color status in Calendar
8. Monthly, weekly and daily views within the Calendar
9. Create/edit buildings
10. Create Edit Locations
11. Create or Edit Assets
12. Manage parts inventory w/ quantity threshold
13. Invite 2 types of Vendors
14. Asset/location/vendor work orders summaries
15. Create, edit, save and attach invoices
16.
17. How to invite Unlimited Users
18. The Company tab
19. Setup tab (add assets/locations)
20. Create edit work order
21. Approving/Cancelling a work order
22. Setup a new PM
23. Schedule a new PM
24. Tasks, Attachments and PM occurrences
25. Work order status reports
26. Work order summary report
27. Asset/building/location costs summary
28. Labor cost summary report
29. Threshold reports
30. Mobile apps
31. Upgrade/downgrade subscription
32. Reopening a Completed WO
33. Create your Task Library
Editors
1. Overview various system roles
2. How to use filters
3. Email titles, CSV export and print
4. My work orders, overdue, pending, staff , to do list
5. Color status in Calendar
6. Monthly, weekly and daily views within the Calendar
7. Create/edit Buildings
8. Create Edit Locations
9. Create or Edit Assets
10. Manage parts inventory w/ quantity threshold
11. Invite 2 types of Vendors
12. Create, edit, save and attach invoices
13.
14. How to invite Unlimited Users
15. Setup tab (add assets/locations)
16. Create edit work order
17. Approving/Cancelling a work order
18. Setup a new PM
19. Schedule a new PM
20. Tasks, Attachments and PM occurrences
21. Mobile apps
22. Reopening a Completed WO
23. Create your Task Library
Staff
1. Overview of the staff role
2. How to use filters
3. Email titles, CSV export and print
4. My work orders, overdue, pending, staff , to do list
5. Color status in Calendar
6. Monthly, weekly and daily views within the Calendar
7. Create Edit Locations
8. Create or Edit Assets
9.
10. Create edit work orders as staff
11. Mobile apps
Vendor Unlimited
1. 2 type of vendors
2. How to use filters
3. Email titles, CSV export and print
4. My work orders, overdue, pending, staff , to do list
5. Color status in Calendar
6. Monthly, weekly and daily views within the Calendar
7. Create Edit Locations
8. Create or Edit Assets
9.
10. Create edit work order as Vendor unlimited
11. Mobile apps
Vendor Limited
1. 2 type of vendors
2. How to use filters
3. Email titles, CSV export and print
4. Mobile apps
Submitter
1. Create edit work order as Submitter
2. How to use filters
3. Email titles, CSV export and print
4. Mobile apps
Viewer
1. How to use filters
2. Email titles, CSV export and print
3. Mobile apps
Guest
1. Submit a work order as a guest