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Getting Started

Learn how to navigate and get the most out of our community

  • 15 Topics
  • 71 Replies
15 Topics
nickhaase
nickhaaseMaintainX Community Team
posted in Getting Started
Welcome to the MaintainX Community! Introduce Yourself!

Welcome to the MaintainX Community! This is our official introduction thread!New to the community? Read the guidelines here.Regardless of when you join this community, drop a brief introduction below.Share (what you’re comfortable with) your job title, industry, how long you’ve been using MaintainX and a fun fact! Brief Introduction from me:I'm Nick Haase, a proud co-founder of MaintainX, and I'm thrilled to welcome you to our new community. Over the last five years, I've had the honor of collaborating with world-class professionals, both within our MaintainX team and among our esteemed clients.My passion lies in helping organizations to modernize their reliability strategies, a crucial step in adapting to our ever-evolving world. The work done in our industry is foundational, keeping the lights on and the world moving. I firmly believe in the power of collective effort — sharing best practices is essential for the long-term success and stability of the critical systems we rely on.On a

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nickhaase
nickhaaseMaintainX Community Team
published in Getting Started
How to Navigate the MaintainX CommunityTutorial

Welcome to the MaintainX Community! This guide is your key to navigating and engaging with our vibrant platform. Home Page Overview:Think of this as the new front door for MaintainX users. Everything you need to learn more, get help, access our Academy, Product Updates, Events and more!Center Section: Here you’ll find easy access to our top sections tailored to support your journey with MaintainX. Search Bar: Our dynamic search will search across MaintainX Community posts and our Support Center articles to help you access the information you need. Don’t see an answer to your question? Create a new topic and ask the community!​Exploring Topics:Utilize the search icon for keyword-based topic discovery. Select a category to delve deeper into specialized discussions.  Key Categories:Introduce Yourself: The MaintainX Community wants to get to know you! Share your story, introduce yourself to fellow members and check-in regularly to learn more about the folks who are joining our community an

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nickhaase
nickhaase
nickhaaseMaintainX Community Team
published in Getting Started
MaintainX Community Guidelines

We’re thrilled to have you in the MaintainX Community! This space is dedicated to fostering a supportive, informative, and respectful environment for all our members. Please adhere to the following guidelines: 🛠️ No Selling or Self-Promotion: This platform isn’t for selling or promoting your products/services. Let’s keep our focus on knowledge sharing and collaborative growth. Community members who are official MaintainX partners may advertise their services only in specific sections of our community and must be transparent with their offerings. 🗣️ Harassment-Free Zone: We have zero tolerance for bullying, sexism, racism, or any form of harassment. This is a community that respects and values each member.🔐 Confidentiality is Key: Please don’t share any proprietary or confidential information from your company or others. Respect privacy and intellectual property rights.🤝 Keep it Civil and Professional: We encourage direct, honest conversations in a respectful and professional manner

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nickhaase
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Nickyd21Emerging Technician
asked in Getting Started
Maintenance Data Coordinator

Is there a way when a PO is created for a part that is ordered, can that automatically be tied and charged out to the work order that the Tech has created for that unit? 

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Tom DEmerging Technician
posted in Getting Started
Tom D Maintenance Supervisor

Hi all, Tom here. I’m new to the platform and so far, very Happy with the Information available. I’ve been in automotive repair for over 40 years and made the change to Industrial maintenance 3 years ago. I moved from preventative Maintenance to Supervisor two years ago.

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Brent HertzogEmerging Technician
asked in Getting Started
mini split systems as assets

Hi,  how are you guys organizing your mini split systems in your asset tree.  For example,  do you have an asset that then consists of two sub assets.  The sub assets being a condenser and an evaporator?  any advice on how you have yours set up would be appreciated.  Thank you in advance.

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Guy Leppin
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kklzrEmerging Technician
asked in Getting Started
Export Work Orders to Dr

Hi All! I am new to MaintainX!  I need to export all my 2024 Work Orders to my drive for back up. Is there anyway to do this other than doing them individually? 

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JcookEmerging Technician
asked in Getting Started
Auto populate receipts

Does anyone know how to get the receipts you upload in the work order to automatically enter each item line to the cost tracking by itself?

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Bob DEmerging Technician
asked in Getting Started
QR code to data entry excludes Location field

If I scan the QR code for creating a new work request, it displays a data entry screen on my iPhone. Unfortunately, the data entry screen does not include a drop-down list for Location. Can this screen be updated to include data entry for Location? 

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LcsmithadcEmerging Technician
asked in Getting Started
Asset hierarchy depth

Hello all,I am new to Maintain x and I am in the process of setting my company up on the software.  Im looking to set up the system in such a way that I am able to track everything as efficiently as possible.  I want to set up PM for motors that we have here where Technicians take the amperage reading of 3 phase motors and put the readings in to the software.  I want to use meters to be able to record and track trends for each phase. Are any of you all doing this?

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Bob DEmerging Technician
asked in Getting Started
QR code to data entry excludes Location field

If I scan the QR code for creating a new work request, it displays a data entry screen on my iPhone. Unfortunately, the data entry screen does not include a drop-down list for Location. Can this screen be updated to include data entry for Location? 

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Zach Brown
Zach BrownMaintainX Team
posted in Getting Started
New MaintainX Academy Course: Enterprise Showcase

Hello MaintainX Community! I’m pleased to announce the publication of a new course in MaintainX Academy - the Enterprise Showcase.In this course, you’ll learn how to use MaintainX’s Enterprise-tier capabilities to evolve your maintenance operations. The course is divided into four sections, each focusing on an area in which MaintainX’s Enterprise account plan can drive improvement:Enhancing maintenance maturity through condition-based and predictive maintenance Improving capital efficiency through effective asset, labor, and inventory utilization Strengthening control over your CMMS through built-in governance such as single sign-on and custom user permissions Tailoring and circulating data to drive continuous improvement across sitesIf you are considering upgrading to the Enterprise account plan, or you are currently on the Enterprise account plan and want to ensure you are using it to the fullest extent, this course if for you.Enroll today!  

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Zach Brown
Zach Brown
Zach BrownMaintainX Team
posted in Getting Started
MaintainX Customer Education Survey

Do you have feedback about your experience learning to use MaintainX? We’d like to hear from you! The MaintainX Customer Education team is currently running a short survey to understand the topics, methods, and mediums that you would like to see from MaintainX training resources (such as MaintainX Academy, instructional webinars, and more). Take the survey to have your feedback heard!

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Zach Brown
nick.sankar
nick.sankarMaintainX Community Team
asked in Getting Started
24/7 Support- are you ready?

To our amazing MX community,We have been providing support 24/5 with unofficial coverage during the weekend. Many of you have asked and we listened- 24/7 Customer and Product Support is now available.We are always here and happy to help.😀

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nick.sankar
nickhaase
nickhaaseMaintainX Community Team
posted in Getting Started
How to Ask a Great Question

Hey there, MaintainX Community!Want to get more involved and make the most of your time here? One great way is to ask good questions that start interesting talks and help everyone learn. It doesn't matter if you're new or have been around for a while, asking questions helps you and all of us here. Let's go over some easy tips for asking a great question in the MaintainX Community:Keep it Simple and Clear: Your question should be easy to understand. Don't use confusing words or too much technical talk. A clear question gets better answers. Explain Your Situation: Tell us what you're dealing with. Share details about what you're trying to do or fix. This helps us give you answers that really fit your needs. Good Titles Help: Use a title that tells us what your question is about. A clear title catches the eye of people who can give you the best advice. Look Around First: Before you ask, see if someone else asked something similar. This keeps the community tidy and might get you an answer

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nickhaase
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