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Product Q&A

Share MaintainX product questions and get support from the community

  • 59 Topics
  • 119 Replies
59 Topics
J
JAMES Howard ISEmerging Technician
asked in Product Q&A
SDS Management in MaintainX?

Anyone tried to manage SDS Sheets and inventory in MaintainX?I’d love to know if you’ve set something up in your system to help manage the continual bane of SDS sheet management, and what you did if you do.Right now, I’m only running a work order reminder to do my room by room checks for new materials (Because it is like gnomes sneak the chemicals in in the middle of the night without updating SDS books)Just curious if anyone has successfully found a way to adapt MaintainX to help with that particular headache in Factory/facility safety management.

30
J
4 days ago
P
peterfriedlEmerging Technician
asked in Product Q&A
Work orders

Hi, Would be good if you could enter an actual time on completion along side of the estimated time for completing a job. Also a description of what was done to complete this work order, and have these come out on the reports.ThanksPeter.

271
Mike
18 days ago
L
lotihig137Emerging Technician
asked in Product Q&A
Unable to Receive Notifications

I was using Iphone 15 and Upgraded to 16 pro max and not receiving any notifications since then from maintainx. What to do?

141
Mike
18 days ago
Shay
ShayEmerging Technician
asked in Product Q&A
Shop Floor - Requestors with no email or phone number

I have 7 different Machines on my shop floor. My operators who run these machines are not allowed phones on the floor. They also don’t have company email addresses. Each machine has a windows workstation.Their team leaders do (have company phones & emails & have the MaintainX app), but are not always at the machine.At the min, if my machine operators have a breakdown or issue, they say to my engineers - then if my engineer remembers, he will log the ticket. To get around it on a Test machine. I’ve signed up for a requestor account called the machine name using a disposable email address. Then they use the browser on the machine to raise a WO/Ticket. I want to get away from my engineers doing jobs without a record. So I was going to tell my operators to raise a ticket 1st - I was also going to tell my engineers not to do any jobs that don’t have a ticket. How do you do this?

621
Mike
18 days ago
Brent
BrentEmerging Technician
asked in Product Q&A
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. 

564
C
21 days ago
C
Cody BoudoinEmerging Technician
asked in Product Q&A
Feature Request

It would be a game changer to have an option to generate next due dates based on last completion dates for re-occurring work orders. What’s the chances of actually developing this feature?

431
James Beers
25 days ago
R
Rich_moovelEmerging Technician
asked in Product Q&A
Using Postman to update and/or create Assets

I would like to use Postman to update several of my assets.  I am able to get Postman to connect to MX database but am unsure how I would make a change to bunch of assets using a csv file. Has anyone done this before?

171
Ignacio Garrido
29 days ago
D
Derek TeunissenEmerging Technician
asked in Product Q&A
Submitting MaintainX requests as full user or administrator

Hi all,As a maintenance manager I often want to submit a maintenance request instead of immediately creating a work order so I can review priorities with other team members before scheduling the work order. Is there an easy way to be a requestor as well as an administrator? Is there a way to toggle between modes?

752
Ignacio Garrido
29 days ago
B
Bill DakeEmerging Technician
asked in Product Q&A
Notifications not working when upgrading phone

I just upgrade from an iPhone XR to an iPhone 16Pro.  I used to get all my request notifications and updates to work orders (if I was part of the assignees).  It looks like all the settings in the app are set correctly, but I no longer get the request notifications.  I’m sure its something simple, but I’m not seeing it.  Thanks in advance!

512
B
1 month ago
T
tkuperEmerging Technician
asked in Product Q&A
BOM

Is there a way to create a Bill of Materials in MaintainX? 

501
W
1 month ago
B
Bill DakeEmerging Technician
asked in Product Q&A
Due date colored fonts?

In the work order tab (table view), I have our work orders set up in the order in which they are due.  On the rare occasion that the work order goes “overdue” the date’s font turns red.  Is there any settings to make it turn yellow (or just something other than black) like a day or two before the due date?  Just so one can see at a quick glance the work orders that are getting ready to be due.  Thanks in advance!

352
B
2 months ago
J
JeffroEmerging Technician
asked in Product Q&A
Can you create reminders?

Would anyone know if there is a way to create reminder notifications for upcoming work order due dates or start dates?

230
J
2 months ago
M
Mr RuthEmerging Technician
asked in Product Q&A
Create work order Procedure Field

We created a procedure to preventative maintenance checklist. We would like to automatically generate a work order when the No is selected in the Yes, No, N/A field. Is there a way to do this?

241
Mike
2 months ago
M_Lovegrove
M_LovegroveEmerging Technician
asked in Product Q&A
Time and Cost Tracking Enhancements

Time and Cost Tracking EnhancementsProposed enhancements that would provide a more in-depth costing analysis of each work order.  Allowing for specific cost items or custom labelled cost items to be added would significantly improve this module, rather than just adding and/or exporting them as "Other Costs".Such as: Preliminary expenses (Architect, engineer, building consent, Insurance etc) Subcontractor cost/s Materials (Per material item) Consumables (nails, screws, adhesives) Tools & equipment (if hired or purchased) General expenses Labour Travel expenses  Transport/shipping expenses Rubbish or site wasteOther Proposed Enhancements: Having a budgeting section in the cost tracking module to allow proposed costs within a work order. Option to show or add Goods and Services Tax (GST) The ability to export the cost information as a CSV and PDF Future linking of cost data to Sage Intacct. Future linking of cost data to PowerBi. Cheers

552
H
2 months ago
M_Lovegrove
M_LovegroveEmerging Technician
posted in Product Q&A
Enhanced Requester Notifications

Hi there, I have been using MaintainX for the past few months, and I really like it for the most part, however, there are some functionality issues I have found, such as: We have over (100) requesters in our system, but they currently do not receive a notification of a new comment or tagged item within their requested work order. A requester has to manually check their requested work order for the additional comms; however, they end up emailing or calling us to find out why they aren’t receiving notifications or asking what is happening with their requested work order, which is adding significant delays to the resolution of a work order and unnecessary admin. It allows you to tag their name in the comments but doesn’t notify them. Having 2-way comms within each work order would streamline the process considerably. Currently a requester will only receive notifications when their request is approved, declined or completed. Proposed improvement: Allow requesters to receive all notificatio

724
M_Lovegrove
2 months ago
M
mrmnikonEmerging Technician
asked in Product Q&A
Print specific asset list

Good morning, all. I would like to know how to print a specific asset list; i.e. just a list of my pumps or relief valve.  I’m sure it’s easy, but I haven’t been able to figure it out.  Thanks,  Mark 

472
A
2 months ago
M_Lovegrove
M_LovegroveEmerging Technician
posted in Product Q&A
Enhanced Requester Notifications

Hi there, I have been using MaintainX for the past few months, and I really like it for the most part, however, there are some functionality issues I have found, such as: We have over (100) requesters in our system, but they currently do not receive a notification of a new comment or tagged item within their requested work order. A requester has to manually check their requested work order for the additional comms; however, they end up emailing or calling us to find out why they aren’t receiving notifications or asking what is happening with their requested work order, which is adding significant delays to the resolution of a work order and unnecessary admin. It allows you to tag their name in the comments but doesn’t notify them. Having 2-way comms within each work order would streamline the process considerably. Currently a requester will only receive notifications when their request is approved, declined or completed. Proposed improvement: Allow requesters to receive all notificatio

40
M_Lovegrove
2 months ago
Brent
BrentEmerging Technician
asked in Product Q&A
Setting Asset hours

I hope someone can help me on this topic. I want to be able to set the asset working days and hours to reflect correctly when viewing the online and offline data.  Thank you. Brent 

584
M
3 months ago
B
BrooxEmerging Technician
asked in Product Q&A
Maximum in Stock

There is a useful “Minimum in Stock” tool within MaintainX, however there is no “Maximum in Stock” tool. When placing parts and/or consumable orders, MaintainX will automatically fill in the “Units Ordered” field with the number needed to get inventory back to the minimum level, however it would be more useful to have MaintainX auto fill this number to the maximum units needed. The system is good at showing the items that “need restock” based off the minimum units, but to have it also autofill the ordered units based off the maximum units would make this process perfect. Thanks!

230
B
3 months ago
S
Sam WinchesterEmerging Technician
asked in Product Q&A
MaintainX + PowerBI

Does anyone have any suggestions/examples of MaintainX integrated into a PowerBI dashboard? After some ideas for dashboard format and layout for a manufacturing facility. - What data to include- Effective ways to display metrics-Ways to achieve 'deep dives' into specific data TIA 

511
Vincent Landry
3 months ago
C
CMMSradioEmerging Technician
asked in Product Q&A
Regions and Districts for Locations

I tend to view locations as sites (aka job-sites, property sites).  Is there a way to assign a location to a region, and a district if applicable, and then when looking up locations, on screen, I can see/sort by region, and drill down to district, when needed? Further, would I also then (if the above is available) be able to see active, complete, in progress, etc. work orders by region, and if needed district)?

414
nickhaase
3 months ago
M
MattLEmerging Technician
asked in Product Q&A
Edit button on top left of work order

Hello. When we originally started making PM’S, we set a recurrence date on specific PM’s. Recently we found that some of the PM’s were not getting done. What we found was some of the PM’s that we put a recurrence on and assigned to specific maintenance personnel, were being changed (the recurrence date). On the PM’s or work orders, there is an edit button in the top right hand corner. Is there a way to eliminate or lock out lower level users from being able to use the edit button to change recurrence times/dates, or the “assigned to” option? It doesn’t make sense as a manager to be assigning work to specific employees, just to have them assign it to someone else or be able to change the due date/time, or the recurrence date. Any help would be greatly appreciated.

462
M
3 months ago
K
Keith L.Emerging Technician
asked in Product Q&A
Electronic Log Book

I am curious if/ how other are using Mx to document work, events etc outside the Work Order system.  For example if I respond to an alarm, but no work is required, how are you capturing the alarm event so that there is a history? What I am looking for is a complete asset history, all work orders, in promptu inspections, etc.

531
Mike
4 months ago
C
CMMSradioEmerging Technician
asked in Product Q&A
Work Order Table View idea

Wondering if there is a way to organize the columns on this view (move the columns around)?  A screen like this is like an “overview” of active work orders and moving the column locations, while also removing some columns (filters) allows the user to reorganize the way they view work in progress.  In fact, this would be a nice feature on all table view screens.

302
C
4 months ago
G
Greg ZeronianEmerging Technician
asked in Product Q&A
Updating "last calibration date" in asset list

We are using MaintainX to track certain equipment calibrations. We have the work order categorized as “calibration” Is there a way to have the “last calibration date” updated when a calibration work order is completed? This seems like a pretty basic function. Otherwise it requires manually updating every asset in addition to performing the work order.MaintainX offered to create a customization for this but the cost was too high.

605
G
4 months ago
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