How To (BuiltSpace Desktop Platform)

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

How to Create Repeating Preventative Maintenance Events
Hover over the Dispatch tab near the top of the page and click PM Calendar when the drop-down appears.    Click + Add new item.  You should now...
Fri, 8 Jan, 2021 at 12:47 PM
Creating & Dispatching a Service Call
Hover over Dispatch and click All Work. Click New Visit. Fill out all of the required fields. If you would like ALL Assets in the building to sho...
Tue, 19 Jan, 2021 at 10:09 AM
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 Connect Asset Properties to Checklists
If you haven't yet, we recommend reading the following article before diving into this topic: How to Manage your Org's Asset Properties. This ...
Tue, 12 May, 2020 at 3:33 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