Getting Started

How to add Buildings
Note: If you would like to add multiple buildings at once, please go to How to add multiple Buildings. From anywhere, click Buildings.    From the Bui...
Mon, 8 Jul, 2019 at 1:49 PM
How to add Assets
WELCOME There are 4 ways of adding/creating new assets: Note: if you would like to upload multiple Assets at once, the only way to do so is from your Des...
Mon, 8 Jul, 2019 at 1:52 PM
How to create and edit Procedures (and Questions)
Note: It is recommended that you create and edit Procedures only with your desktop computer as it is more convenient. You will use these Procedures when ins...
Mon, 8 Jul, 2019 at 11:38 AM
How to scan and assign QR codes
Mobile devices (smartphones and tablets) with a data connection and a camera are able to scan QR Codes to gain access to asset level service history details...
Mon, 8 Jul, 2019 at 12:11 PM
How to add Customers
Hover over the Manage tab near the top of the page and click Customers when the drop-down appears.   Click + Add new item.   Enter the necessary inf...
Mon, 8 Jul, 2019 at 12:03 PM
How to add Contacts
Hover over the Manage tab near the top of the page and click Contacts when the drop-down appears.   Click + Add New Item.   Enter the necessary info...
Mon, 8 Jul, 2019 at 11:54 AM
How to connect Buildings, Customers and Contacts
You must connect Customers and Contacts to their respective Building in order for all 3 to be connected correctly. This will allow custom labor rates (defin...
Mon, 8 Jul, 2019 at 2:11 PM
How to add Spaces
WELCOME There are 2 ways of adding Spaces: Desktop Mobile Desktop (Back to the top) From anywhere, click Buildings. Find the Building wh...
Mon, 22 Jul, 2019 at 12:49 PM