Troubleshooting, FAQ, Glossary...
Overview Articles
- eSPACE University Videos
- Top Common Articles for Admins in Work Order & Asset Management
- Top Common Articles for Sub-admins in Work Order & Asset Management
- Top Common Articles for Users in Work Order & Asset Management
- Top Common Articles for Portal Users in Work Order & Asset Management
- Getting Started for Vendors in Work Order & Asset Management
Work Order Notifications
Dashboards Views for Different User Levels
General Features for All Users
- Operational Cost Tracker
- View Work Orders on the Calendar
- Finding a Certain Work Order Regardless of Status or Assignment | All Work Orders View
- Internal Users Receiving & Completing a Work Order
- Understanding Your Sidebar Options | Work Order & Asset Management
- User Profile Settings | Edit Name, Email, Event & Calendar Default Settings
Creating & Editing Work Orders
- Creating & Submitting a Work Order
- Who Can Edit a Work Order & Tracking Changes to a Work Order
- Equipment | Adding to a Work Order (Admins & Subs)
- Inventory | Adding Inventory Costs within a Work Order
- Adding Time/Labor for a Task on a Work Order
- Time Tracking for Internal User on a Work Order
Reviewing, Assigning & Approving Work Orders
Preventative Maintenance [PM]
- Preventative Maintenance [PM]| Adding & Managing (Admins and/or Sub-Admins)
- Understanding the Difference between a Work Order Request and Maintenance [PM]
- Preventative Maintenance [PM] | Choosing Frequency for Ongoing Generated Work Orders (Admins & Subs)
- Preventative Maintenance [PM] | Convert a Work Order to PM (Admins & Subs)
- Preventative Maintenance [PM] | Generate a Work Order X Days Before the Completion Date
Basic Settings
- Service Categories in Work Order & Asset Management
- Space Properties | Track & Manage Space Attributes to Make Upkeep Easier
- Locations | Parsing Out User Permissions, Equipment, Service Categories & More
- Creating & Defining Priorities Levels for Work Orders
- Departments in Work Order & Asset Management
- Adding Users, Sub-admins, Admins & Portal Users and Understanding Permissions Levels
Advanced Settings
- Set WO to Automatically Close After X Days
- Inventory Groups | Grouping Inventory Items and/or Equipment
- Inventory Items | Notes & Adjustments
- How to View Account Usage & Receipts & Update your eSPACE Subscription & Billing Contact
- Creating Routing Rules to Auto Assigned a Work Order
- General Settings | Name on Account, Time Zone, & Work Order Request Template Settings
Analytics & Reports
- Analytics Overview Work Order & Asset Management
- Scheduled Reports to be Emailed | Work Order & Asset Management
- Create & Share a Saved View of Analytics
- Key Metrics in Analytics | Work Order & Asset Management Analytics
- Report Builder | Building and Saving Customized Reports in Work Order & Asset Management
- Deleting a Saved Report or Unsubscribing from a Report in Report Builder | Work Order & Asset Management
Mobile App (Android & iPhone)
Work Order & Asset Management and Event Scheduler Integration
Asset Pro Feature
- Asset Pro | Feature Overview
- Asset Pro | Printing Barcodes for Inventory
- Asset Pro | Filtering & Sorting Equipment Bar Codes to Print
- Asset Pro | Barcode Scanning using the Mobile App
- Asset Pro | Scan Barcodes from Desktop Computer
- Asset Pro | Inventory Request Form & Request Reports