Ask the community

I’m creating some repeating future-dated work orders to cover inspections on our machines. When creating the work orders, there is the option to set the Asset Status to online, offline, etc. I chose Offline as the machines should be indicated as offline during the duration of the inspection, but in the present time the machines are active. When I saved the work order, it set the current status to Offline rather than when the work order became In Progress. Is there something I should be doing differently to only switch the Asset Status to offline when the work order actually starts?   

Is there a way to link a Purchase Order to a work order?For Work Orders that require one of parts, or contractor labour, it would be good to initiate a PO from the W/O and see a link between the two. 

The current Workload View is a great feature, but for larger teams where managers are very busy it’s alot of work to drag over work orders every day for each one of their team members and try to plan 1-2 weeks out. Thus it would be really cool to have an auto-assign feature. Feature Request: Auto-Scheduling / Auto-Assignment EngineEnable an “Auto-Assign” scheduling function for work orders based on configurable user-defined logic. Allow user to select target team as the scheduling pool.Scheduling Logic ConfigurationUser selects priority order of fields that drive assignment: Priority Due Date Start Date System evaluates and assigns work orders based on ordered precedence (top-down logic).Scheduling HorizonUser defines auto-scheduling window (1–4 weeks). System only schedules work orders falling within this selected timeframe.Resource SelectionAllow user to include/exclude individual team members from the scheduling pool. Respect existing availability (optional future enhancement: ca

I’m sure I am missing it, but curious as if there is a report to run that lists assets assigned to users.  For instance a report of user “A” and the lists of assets he is assigned. Then user “B” etc.  Thanks in advance!

Does anyone have any experience with creating configurations within MaintainX that are specific to their accounting/finance team? I am curious to see if your company’s accounting team needed specific reports or configurations to track how a part was being used and the specific costs for using some, how to receive into spare parts and then expense the parts, how to run adjustments vs consumptions, and reports of parts consumed and the amounts spent? I welcome any tips or advice on how people have gotten more buying/accounting/automation value from your MaintainX use.

I’m trying to figure out how to set up a weekly or checklist to keep fluids checked in trucks and make sure nothing has messed up or broken. 

I'm new to MX and have been testing it to see if it fits our potential use.As the title asks (mobile app); What does the history tab in assets actually track? So far, the only change in history that I've been able to observe is a change of location. 

We are a Clinical equipment service company. One of our main functions is to provide our Hospital customers with annual Preventative Maintenance and mandated electrical safety inspections on patient care equipment. I have been using MaintainX to generate a report in PDF for our customers that gives them the information they need for compliance audits. This works fine for our smaller facilities. What i would like to do is give the quality managers in some of our larger facilities a custom dashboard that allows them to access & search their Assets maintenance and safety records for their specific facility and it's outliers without giving them blanket full access to our asset database. This would make the hospital quality managers job easier during audits by easily pulling up asset data by ID number when the auditor requests it. Is any one doing something like this? Most of the information I've gone through here seems to be focused more using the dashboard for productivity metrics.

I have been looking at the product updates, but i can’t see anything past June 2024 when clicking the Product Updates tab ( https://community.getmaintainx.com/product-updates ).  Have the latest updates moved to somewhere else?  Mark.

Hello, when I make a template work order with more than one location and asset in the template, the assets and locations that I assigned to that template do not show up in the created work order. If I remove them all but one location and asset, then it will work fine and show the one assigned location.

Hello, I’m new to CMMS and we’re currently rolling it out across the entire plant. I’m the system admin, and I feel like one of two things is happening: I’m not using the system correctly, or I’m missing a key component of how it should be set up Right now, I’m getting a high volume of notifications, but most of them aren’t very useful. For example, I don’t necessarily need updates every time a work order is completed.What I do need is visibility into things like: When a technician or team needs a part ordered When someone leaves a comment asking for help or guidance At the moment, it feels like I’m getting a lot of data, but not the right information to effectively manage my department. The system seems great for tracking activity, stats, and workflows—but not as helpful where it matters most for day-to-day decision-making.I’d really appreciate the chance to connect with someone who has experienced this and found a solution. I’m open to any suggestions or best practices.If I need

 So I want to be able to sort work orders by DATE COMPLETED….. it seems MaintainX software overlooks this simple function?  Or am I missing something?

 So I want to be able to sort work orders by DATE COMPLETED….. it seems MaintainX software overlooks this simple function?  Or am I missing something?

Good evening, I was wondering if there was a way to start the timer on the mobile for the technician once they hit the “Start Procedure” button on the work order? Is there also a way for a work order template to automatically demand the asset goes into an offline status? cheers,

Since workorders appear in the To Do View by start date, then workorders without start dates should not appear in the To Do View, but they do. To prevent that, the start date has to be set to the future or a filter applied, e.g., “Has a start date”. The filter, however, applies to all views meaning the workorder will not appear in those other views. Filtering should be view specific or workorders without start dates should not appear in the To Do View. Workorders without start dates not appearing in the To Do View is my preference. Thanks.

We are in the instrumentation industry, and we deal with a lot of sites with the same types of equipment. We are looking at the possibility of using MaintainX as a Vendor. Where we use the software as a way to keep track of our installation bases and customers we deal with. What would be ideal for us if we can create Customers instead of vendors, and flip the perspective of the software?Is there anyone that uses it in this way?    

Need to edit this but unable to edit

Hi,Is there a way to change the information printed below the QR code when generating the QR code asset list?

Hello! We have been using MaintainX for a couple of months now, and my senior management team wants to see some KPI’s.In our previous system, I had crafted backlog reports that listed (the total number of planned/estimated hours) minus (the total number of actual hours) for ALL our open work orders. That would equal our backlog, aka the amount of work we still have to do. Sounds simple, right?But I can’t for the life of me figure out how to get MaintainX to give me this information!I’ve tried looking in the canned pre-built reports AND building them manually. The closest I’ve come is building a table that lists every open work order, with separate columns for the total estimated time (A), total time duration (B), and the result of the formula (A-B).But I want ONE TOTAL for this one value, not a separate row for every work order.To go one step further, I’d also like to have a report that breaks the total backlog out by Team, aka how much backlog does the HVAC team have? The BAS team? Th

Is there a way to automatically send a copy of a purchase order to someone in our accounting department, preferably when the PO is created?

Is there a way to require comments before closing a work order. I have no way of knowing what was done, to remedy a situation without comments.

To the community, I am in the early stages of a project and need assistance with system implementation. Our team is searching for a qualified developer. I am looking to engage an experienced MaintainX engineer for a well-defined project scope. This is a compensated opportunity. Thank you for your time and consideration.

Can I organize the tickets by location under "assigned to me " in the app

I’ve recently created a full user to test my workorders. After they flagged a check box, an escalation notice was sent to a different facility within our company wide system. I expected a request to be sent to the administrator, which is me, but it didn’t. Did I miss a setting somewhere? Update: I removed the erroneous team, created a new one, and checked the alert boxes for flags and failures. Resolved. 

I’ve recently created a full user to test my workorders. After they flagged a check box, an escalation notice was sent to a different facility within our company wide system. I expected a request to be sent to the administrator, which is me, but it didn’t. Did I miss a setting somewhere?