Clear answers.
No technical faff.

Enter the company, first site, first assets, users and work-order starting number. The setup screen shows the next step and saves progress as you go.

Start with the operating site, then use asset locations and parent equipment to build a structure that matches the real workplace.

Add each person once, choose the access level they need and give engineers a planner colour so allocated work is easy to recognise.

Select Create work order, enter the job and asset, choose a planned date and time, allocate a technician and save. The job appears in both the register and planner.

Use Approved before work starts, Waiting when parts or access delay the job, In progress while time is being recorded, and Completed only when the work is finished.

Open the job from its three-dot menu. Add the work carried out, time used, stock issued and supporting photographs or documents before completion.

Open Assets and select Add asset. Record the site, location, identifying details and parent asset where relevant, then select Add to asset list.

Use Site as the top level, followed by area, system and individual equipment. Parent assets make complex lines easier to navigate without creating duplicate records.

Open the asset menu and choose QR code. Maintain CMMS generates the label for download so it can be printed and fixed to the correct machine.

Choose the asset, describe the service, set a calendar, running-hours or operations interval, then choose the first planned occurrence.

Build the checklist, assign the inspector, select the start date and time, add the time allocation and choose whether weekends are included.

Complete each checklist response accurately. A reported defect can create linked corrective work when the inspection is completed, preserving the relationship and audit history.

Create the supplier first when appropriate, then add each part with its reference, storage point, quantity, minimum level and preferred supplier.

Open the part from its three-dot menu and choose Record stock movement. Enter the quantity and reason so the audit trail explains every change.

Set the minimum level, prepare the email template and connect a Flow when your plan includes automation. Maintain CMMS can then notify the right recipient when stock reaches the threshold.

Choose the event that starts the Flow, add any conditions, then select the work or notification actions. Test it successfully before switching it on.

Choose the asset and reading type, set the unit and threshold, then decide what event should be sent to Flows when the target is reached.

Add a meter-reading checklist item and connect it to the asset signal. The submitted value updates the reading history and can trigger connected work.

Open Library, choose Templates, select the type and write the repeatable content. Templates provide consistent messages and instructions; they do not run by themselves.

Open Library and choose Documents. Select the correct category, use a clear title and upload only relevant, safe files within the displayed limits.

Use Overview for immediate risk and Reports for trends such as completion, planned work and mean time to repair. Filters keep each view focused on the required site or period.

Give owners and administrators only to people who need broad control. Use lower-permission roles for day-to-day work and remove access promptly when someone leaves.

Open billing from the trial banner or account area. Choose the required tier and complete secure checkout; paid access is applied automatically after confirmation.

Never send passwords, card details or unnecessary sensitive records. Include the page, what you expected, what happened and a safe screenshot when logging a ticket.