Best way to manage remote maintenance teams in MaintainX?

Hi ​@felixleo12!

A few things I can think to recommend here:

1. Onboarding - Use the Full User Certification training in MaintainX Academy to help onboard your technicians. One effective way we’ve seen customers do this is by adding the link to a training in a procedure that you attach to a training work order that you then assign to each of your technicians. You can also include a file upload field in the procedure and require technicians to upload the certificate they receive after completing the training in the Academy. When they close the work order, that’s your signal they have completed the training, and then you can verify by checking the certificate that they uploaded.
2. Performance visibility - The charts in the Reporting module should give you good visibility here. You can filter by team, individual assignees, and types of work orders. You can also encourage your technicians to use the Messages module in MaintainX. If you group them into teams, they’ll get their own dedicated messaging channel where they can communicate with each other can get updates on when work orders are assigned to their team. It also gives you a direct line of communication to your techs, which can be helpful if they are all remote and distributed.
3. Work order consistency - Required fields will be your best friend here. If you want consistency in the data that is included on each work order, you can make fields required via your Organization Settings (Settings > Features > Work Orders: Set Preferences > Customize Work Order Form: Required Fields). This will make it so any newly created work orders will have the minimum amount of required information. If you want consistency in process, make fields required in the procedures that you attach to work orders. Techs will be unable to mark a work order as done unless every required field on the attached procedure has been filled out.

Hope this helps - good luck!