On the left side of your screen, you will see a black sidebar with the following:
Dashboard - This is the default setting. What you see on your dashboard, will be based on the permissions your Administrator has selected for you.
- All Work Orders - View ALL work orders showing location, space(s), status and more.
- Add Work Order - Allows you to create a new work order.
Maintenance (PM - Preventive Maintenance): This will be visible on the Administrator(s) Sidebar only.
- Add Maintenance [PM] - Create new scheduled maintenance (Ex: Quarterly Filter Change)
- List Maintenance [PM] - All created scheduled maintenance items.
Equipment (Management) - All pieces of equipment (HVAC Unit, toilets, etc.) listed with detailed information & that has been added by an Administrator plus all History pertaining to any piece of equipment.
Current Inventory - This is a list of your current in-stock inventory items showing quantity on hand, by inventory item type and location.
You can create a work order from the calendar and view all work orders here. When you hover over a work order on the calendar, you will see a pop-up with details that include category, description, status, and ETA.
Export to iCal:
Reports - You can build and run a report based on the criteria of your choice! You also have the ability to export the report to Excel or a PDF.
System Alerts - Here, an Admin can enable multiple system alerts for Admins/Sub-Admins within the system. Once they are enabled, they can subscribe to them.
Setup - This will be visible on the Administrator(s) Sidebar only.
My Profile - Update your name, email, and password here. You can also elect to have system messages sent to your email.
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