Ask the community

Adding tables copy paste or picture to procedures

Is it possible to add a picture or a copy and pasted table from a word document to a procedure? For example adding the risk table to a risk assessment pre start procedure - Thanks

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10 days ago

bewivobsreaEmerging Technician

Exploring Customer Support Automation Software for Maintenance Operations

Hi everyone,I'm looking to enhance our maintenance team's efficiency by integrating customer support automation software. Specifically, I'm interested in solutions that can streamline client communications, automate ticketing processes, and provide real-time updates on maintenance requests.Has anyone successfully implemented such tools alongside MaintainX? What platforms have you found to be most compatible and effective?Any insights on balancing automation with personalized customer interactions would be greatly appreciated.

23 days ago

HappyjdaysEmerging Technician

Hi, The only trigger selection that appears for me when I click on “New automation” is the “When: Meter Reading” field.Is this normally the case or is there a way to change the trigger to anything I choose?The first automation I’d like to create is to have an email sent when there are parts attached to a new work order created. Thanks

Automation Trigger

351

wyso0017Emerging Technician

Building Reports for Aged Work Orders

I would like to create a report of work orders showing the number of open work orders by month so that I can keep an eye on old work orders that are not getting completed. I’d like to then be able to click into the number and view the work orders. I’m not finding a lot of instruction on how to build reports within the native MX platform so if there’s any useful tutorials please point me in the right direction.

302

keller34Emerging Technician

I cannot find in the reports section if you can run reports with the comments on the report and export it to PDF. If it is not there can it be added? I have to send daily reports and would like to have the comments on them. Maybe add it so it can be turn on and off under the column section of the export? Currently I have to use excel and copy my comments over and then send it that way.

Reports with comments

353

OatmanEmerging Technician

Hey I'm working on creating a Capital Budgeting for all of the assets that we have in Maintain X. What i need is a list of the equipment with the life expectancy and what the replacement costs will be. This way I know how much it will cost us each year to keep up with replacement. Is there someone that can tell me if this is a feature that is available?

Capital Budget

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JCatheyJunior Specialist

Differences between work order and reporting data

We have just started using MaintainX and are now exploring the reporting function and the data sometimes doesn’t appear to match from all locations. As an example, in Work Orders calendar view I show 5 work orders for today all completed. When I look at Reporting for work orders it says we have 6 completed for today, when I expand and look at the details there are 7 shown as done. Has anyone else seen any discrepancies in data, I’m briefing plant and corporate based on the data from MaintainX and right now I don’t know where I need to pull my numbers from.

331

What’s the Most Important Tribal Knowledge You’re Trying to Capture?

nickhaaseMaintainX Community Team

posted in Industry Q&A

Hey everyone — Nick here, cofounder of MaintainX. Big news this month: we raised $150 million in Series D funding. It’s a huge milestone — not just for MaintainX, but for the entire maintenance and operations space. This raise isn’t just a big number, it’s a turning point. It means we can move even faster on what actually matters: building tools that make life easier for the people who keep things running. I sat down with Greg Christensen on CMMS Radio to talk about where we’re headed next, and our plans to double down on knowledge preservation ahead of a historic wave of retirements. This is one of the biggest industry challenges AI is best positioned to solve. One of our customers even brought retired technicians back just to help record their know-how into MaintainX. That knowledge is now available to every frontline worker who needs it. Listen to the episode here: https://www.youtube.com/watch?v=cYtgHTQ9koE Now I’d love to hear from you: What’s one problem you wish AI could h

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BrentEmerging Technician

Managing reoccurring work orders.

Hello, Does anyone know a way to manage reoccurring work orders to pause or not populate through certain calendar periods like holidays. When creating the work order as reoccurring it gives me options for start date as well as frequency of weeks and days from the completion of the work order. I am looking for a finish date of a reoccurring work order as this would allow me to leave my calendar empty when the factory is not operating. Thank you. Brent.

1956

keller34Emerging Technician

I set up the request portal and it is all working fine EXCEPT the asset field. It gives everyone, including myself this error,”Failed to fetch assets.” I have assets and even did sub assets to no avail.I searched the help area and here but came up short.

Request portal issues

130

Jake SASEmerging Technician

Customer Requestor Access

I have a maintenance business and I want to give my customers the ability to submit Requests for their assets. I can easily give them requestor access to be able to scan their asset QR codes to submit requests. Is there a way to give my customers requestor access without them seeing other requestor names and being able to message other requestors?

603

keller34Emerging Technician

Email and App notifications

I have been testing this software out but have noticed that when a new request is made there is no place to add the team for it to go to.I want all requests to be auto approved, default to only one team (Maintenance team), and send them an email that a new WO/request has come in. Is this possible?

291

DerranEmerging Technician

Can I add team members holidays to the work calendar so they can be seen as away when scheduling?

Calendar holidays

1063

LeonCEmerging Technician

Hi, I am wondering if there is a way to record more than one reading against a meter without having to create multiple versions of the same meter. An example is our energy bill for reticulated natural gas. I want to record current meter reading as well as kWh associated with that reading. Do I need to create a second meter rather than just have two different unit readings per meter? The same would apply for electricity where there are up to three or four fields on our utilities bill we would like to track.

Utilities Meters

736

PtsmedEmerging Technician

exporting field data to a PDF form

I am very new to MX and I have a question about data export. We are a medical equipment and laboratory service company. One of the services we offer is traceable calibration on refrigerators & freezers for vaccine and tissue storage. We have been manually populating an Adobe form to create a traceable certificate acceptable to regulatory requirements for our customers. I have designed a simple procedure in MX to perform the work and I like tying the procedure to an asset and a WO, but would like to send that completed data to a form with our letterhead and create a single page certificate preferably a signed PDF. I am exploring Zapier and don't know if that will work for us. Just wanted to see if anyone has attempted anything similar. Thanks Lane Smith

282

JCatheyJunior Specialist

Notification for part needing reorder

Am I just missing something when it comes to parts needing to be reordered due to being at or below minimum? I have several parts that fall in this category, but no one knew so they haven’t been ordered. I see that a notification will be sent for critical parts/spares at or below minimum but nothing for non-critical. I hope someone is doing this and can help me get our system set to do it. ThanksJohn

391

Arjun RamakrishnanEmerging Technician

Day of Week Condition for Automation Work Orders

I am working on moving our calendar-based PM system to a usage-based system from machine runtime. I would like to have a way to schedule the PM Work Orders so that due dates cannot fall on weekends. The only “Condition” available to me in the Automation Work Order creation menu is “Between certain hours”, which is not particularly helpful in this case.Is there a streamlined way to accomplish what I am looking for? Thank you!

634

RockyEmerging Technician

messer plasma concentricity adjustment

i have recently taken over the department that the plasma tables operate out of and the concentricity has never been adjusted ive done research and have tried to adjust it with no sucess it seems like something is worn out or bent. its about a ¼ inch out. does anyone know anything about adjusting concentricity?

MikeSkilled Contributor

API (Power BI / Looker) - Overdue Logic

To my knowledge, the API doesn’t have a specific field for whether or not a work order is overdue, so we need to create a new value in order to expand on the existing reports.This is the base formula I’m using: OverdueState = // Work order is considered overdue if [Completed On] > [Due Date] IF( 'WorkOrders'[Completed on] > 'WorkOrders'[Due Date] , TRUE , FALSE )I’ve tried filtering by various combinations of work order creation, close, & updated timestamps and Status=CANCELED/SKIPPED. The numbers are always close to what shows up on MaintainX reporting, but are always slightly off. Has anyone had any luck recreating the overdue logic that MaintainX reporting uses?

594

JCatheyJunior Specialist

Manager notification of downtime

Does anyone know if there’s a way to have an email notification when a critical production asset goes offline? Our production manager, who is only a requester, really needs to know whenever production is impacted by equipment failure. The maintenance team gets notification of the request and subsequent work order, but they are all at least full users. I’m hoping this is something we have available to us without having to request MaintainX do in the background. I would think others have this need as well.

462

JCatheyJunior Specialist

Default work order from request

Does anyone know if I can create a work order template and make it the default? I have a template we want to use for all requests.Thanks everyone,John

381

kristyEmerging Technician

How do you Add Estimated Time Column to table view of work orders

Hi, Could someone please help me with how to add the estimated time column to the work order table view - I am trying to plan work and find it hard as i cant easily see the time it is estimated that a job would take. I have looked at the gear box in the table view and there is no option that i can see to add estimated time. ThanksKB

324

lars66Emerging Technician

Hello, I'm looking for information on the integration of Samsara to MaintainX! Are there any company's utilizing this integration that could help with starting the process? thanks

Samsara to MaintainX

563

When Talent Retires, Does Knowledge Retire Too? Future-Proofing with Apprenticeships

nickhaaseMaintainX Community Team

posted in Industry Q&A

I’ve been thinking a lot about how we keep critical know-how from walking out the door when our most experienced teammates hang up their hard hats.Last week I spoke with Facilities Dive about why apprenticeships are more than a hiring play—they’re a business strategy. In maintenance and reliability, 90 % of the craft is learned on the floor. But the context—the little tricks that make your facility run like your facility—never comes from a textbook. It comes from working shoulder-to-shoulder with someone who’s solved the problem a hundred times.📖 Read the article: https://www.facilitiesdive.com/news/among-those-in-skilled-trades-high-hopes-renewed-focus-apprenticeships/748737/We’re seeing leading ops teams formalize these programs with: Structure. Clear learning paths tied to real work orders. Committed mentors. Veterans who get time—and recognition—to teach. Scalable content. SOPs, videos, and checklists that live where the work happens (shameless plug: MaintainX makes this easy)

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