How To (BuiltSpace Desktop Platform)

A comprehensive view on everything you need to know in BuiltSpace!

Scheduling Preventative Maintenance
Click here to view a flowchart on scheduling Preventative Maintenance. If you prefer text instructions, refer to the steps below. There are 2 steps to s...
Tue, 9 Jul, 2019 at 3:22 PM
Dispatching a Service Call
This article contains instructions on handling service calls using BuiltSpace.  Attached to this article is a flowchart that demonstrates the entire ...
Thu, 2 May, 2019 at 4:17 PM
How to use the Dispatch Board
The Dispatch Board allows you to view your Organization's Events.  Each Event is assigned to a User (left column) and shows up as a coloured time-slot....
Tue, 5 Feb, 2019 at 11:38 AM
How to add multiple Buildings
If you would like to upload a large number of Buildings, fill out the "Building Import.xlsx" Excel file.   You can download it by clicking h...
Tue, 5 Feb, 2019 at 11:49 AM
How to edit your profile information
From the BuiltSpace Desktop Platform Click the white arrow next to your user name, in the top right corner. You will now see a drop-down menu.  Cli...
Mon, 8 Jul, 2019 at 3:41 PM
How to use Building Groups
Building Groups are a way of grouping your Buildings.  For example, Building Groups can be used to organize Buildings by type, location, or any other classi...
Mon, 8 Jul, 2019 at 3:45 PM
How to turn on notifications
Note: In order for users to receive alerts for PM Events, you must turn on alerts for your profile and anyone else who wishes to receive them. You only need...
Tue, 23 Oct, 2018 at 11:43 AM
How to add Suppliers
Note: If you would like to upload a large number of Suppliers, fill out the "Supplier Import Template.xlsx" Excel file.  You can download it by cl...
Mon, 8 Jul, 2019 at 4:01 PM
How to use Asset Groups
Asset Groups allow you to group your Assets based on custom criteria.  They are a way of creating new filters for your data, and can be helpful for running ...
Tue, 9 Jul, 2019 at 9:21 AM
How to edit Assets
WELCOME There are 2 ways of editing assets: Desktop Mobile Desktop (Back to the top) From anywhere, click Assets.   Click the Edit icon u...
Tue, 9 Jul, 2019 at 10:43 AM