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Frequently Asked Questions
An organization serves as the foundational core of our platform, linking all individual sites under a unified structure. This setup enables cohesive yet flexible management, allowing each site to operate independently while staying interconnected within the larger organization,ensuring smooth coordination and alignment.
Sites allow you to segregate data by location, such as different offices, while keeping everything under the same organization. Each site operates independently, with its data securely contained and inaccessible to other sites, ensuring privacy and clarity in data management. Need to add a new site? Simply contact support, and we’ll handle the rest.
Admin users are given full management capabilities, enabling them to oversee and adjust various organization and site settings and features.
Portal users access a dedicated portal where they can view and interact with only the specific information and resources assigned to them, ensuring controlled access tailored to their role or needs.
A custom field allows you to add extra fields to an entity, enabling the capture of additional information.
A procedure is a set of predefined steps or instructions that guide the execution of maintenance or troubleshooting tasks within work orders. It ensures a systematic approach, making sure tasks are performed in the correct order to achieve the desired outcome. By streamlining workflows, procedures boost efficiency and ensure consistency across tasks.
Integrations enable your organization to connect with other systems, streamlining the sharing of important data.
Units serve as an organizational tool that groups key elements of your business, such as warehouses, customers, or departments, under a single label. This structure allows for efficient management and access to all related aspects within each unit, streamlining operations and simplifying decision-making by offering a clear, organized view of your business components.
Paths categorize disruptions, requests, sales orders, and work orders,allowing you to assign specific statuses and severities. With paths, you can automate team assignments, set default statuses and severities, and trigger automated actions when these change, streamlining workflow management.
Payments can be made monthly or annually. For annual payments, contact support to inquire about potential discounts.
Yes. On a monthly plan, you'll have access to the product until your next renewal date. On an annual plan, your access will continue through to the next annual renewal date.