How To

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

How to create Events from PM Scheduler
There are 2 ways of creating PM Events from your PM Scheduler.  Both offer the same functionality. Method 1: Hover over the Apps tab near the top of...
Tue, 5 Feb, 2019 at 10:59 AM
Scheduled Preventative Maintenance (PM)
These instructions will cover the following topics: Creating a recurring Preventative Maintenance Schedule Dispatching PM Jobs to a technician P...
Thu, 24 Jan, 2019 at 4:20 PM
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 access Service Records / How to use the Service Summary Report (SSR)
This article will show you how you can use the Service Summary Report (SSR) feature inside BuiltSpace.  The SSR is a reporting tool used to generate a list ...
Thu, 4 Oct, 2018 at 10:26 AM
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 p...
Tue, 5 Feb, 2019 at 11:50 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 edit your profile information
Click the white arrow next to your user name, in the top right corner. You will now see a drop-down menu.  Click About Me. Click Edit My Profile...
Tue, 23 Oct, 2018 at 11:41 AM
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...
Tue, 5 Feb, 2019 at 11:39 AM
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...
Tue, 5 Feb, 2019 at 11:56 AM