Ask the community

How do I copy a procedure created in my trial to the full version?

We are a Medical Equipment Service Company. We perform annual medical device inspections for Hospitals and clinics, and I would like to assign a fixed cost for procedures performed on individual sub- workorders. For instance, if we do the basic annual electrical safety and performance, we charge $20 for that completed procedure. Some devices require a more extensive performance procedure, and we may charge between $30.00 & $75.00 for those completed procedures depending on the device. I would like to automate the cost so we don’t have to spend the time adding it and verifying it for what is usually 100 plus pieces. If I add the procedure to the workorder is there any way to assign the cost at that point? I may be missing something but wanted to see what the community could offer.  Thanks

Does anyone know how to change the default filters that appear on panel view for the asset or location screens: I know you can add a filter - but i want to be able to quickly and easily restrict to view by end customer or contract type

What option do you use? Both? Why?I find that there are not enough options in the condition-based maintenance or automation options. This is one way I used the condition based maintenance that works well. and here is an automation that works wellBut I have equipment that I need to create a work order with the condition-based maintenance not just add a line to the work order.I also would like automation to trigger after a certain number of automation 1, triggers.

Any time we work on assets like forklifts or air compressors, which i have made hour meters for, i would like that asset’s hour meter to automatically show up on a reactive work order when that asset is added. Is this possible yet? 

Has anyone been able to set up a PM to only come out during certain months? For example our chiller only operates April thru August and we don’t need the monthly PM for the off months. My last CMMS allowed me to turn off a PM for a period of time every year without having to remember to do it.Thanks,John

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.

Has anyone found a way to set recurring work orders to be due on the last workday of the month as opposed to the last day of the month? I hate having to move PMs from a weekend to Friday.

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.

Our maintenance team requires specialized expertise for MaintainX platform deployment and operational excellence implementation. We're seeking an experienced CMMS consultant available for 1-2 weeks to guide us through

I think it would be fantastic if the “one off” items from purchase orders were automatically added to the parts inventory with the ordered quantity and default 0/0 Min Max.This would allow them to easily be used/Charged to a work order without having to create the part in the system for a non stock item.  I but thing often that are not stock items, and find it annoying to take the extra separate steps to create the part in the system for it to be used in a work order.I know the costs can be added as “other Costs’’ but not all users have access to purchase orders and costs.  

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 

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.

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

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.

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? 

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

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. 

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. 

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?

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?

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

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. 

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