Home/Maintenance

Module guide

Maintenance

What the Maintenance module is for, who uses it, and the key ideas behind assets, requests, work orders and preventive plans.

17 articlesUpdated 3 October 2026

Start here

1

Maintenance overview

What the Maintenance module is for, who uses it, and the key ideas behind assets, requests, work orders and preventive plans.

4 min read
2

Get started with Maintenance

The order in which to set up Maintenance before the first request, work order or preventive plan.

6 min read

Daily operations

Report an issue and handle maintenance requests7 min›Create, approve, schedule and assign work orders7 min›Run a job as a technician7 min›Complete, close, reopen and cancel a work order8 min›Reserve, issue and return spare parts on a work order8 min›Manage outside work, vendor visits and service contracts7 min›Register and manage assets8 min›Set up preventive maintenance plans and generate jobs8 min›Meters, readings and condition alerts7 min›Plan and perform inspections6 min›Track warranties, warranty claims and calibration7 min›Record downtime and maintenance costs7 min›

Setup & configuration

Configure lists, teams, technicians and company switches7 min›

Reports & controls

Read the dashboard, reports and maintenance KPIs7 min›

Troubleshooting

Maintenance troubleshooting5 min›

Reference

68

Screens and menus

Where everything is and what each screen is for.

160

Field reference

Every field, its limits and what is refused.

105

Actions and results

What each button does.

10

End-to-end workflows

Whole processes, step by step.

16

Access and permissions

Who may do what.