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Product Q&A

Share MaintainX product questions and get support from the community

  • 65 Topics
  • 131 Replies
65 Topics
D
DBarryEmerging Technician
asked in Product Q&A
Linking Purchase Orders to Work Orders

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. 

823
R
4 days ago
F
falvarezEmerging Technician
asked in Product Q&A
Cycle counts - parts vs. part type

Hi there. I have to say that when the feature of cycle counts was talked about at the end of last year, I was really excited.  We do cycle counts on a weekly basis for roughly 24-36 crucial parts in our inventory. When it was recently released as an operating feature within the software I jumped right on it. Unfortunately, it is in my opinion not realistically going to work for us without it being able to choose what parts specifically we will count. It has either a choice of location or type of part. Has anyone on here used it for actual part numbers and not part type? I would like to assign Tech “A” to count six parts which may be six different part types. The same with Tech “B”, and Tech “C”, etc. If we have a part type of O-ring, and thats assigned to a Tech “A”, that Tech would then be responsible of counting over 200 o-rings, when in reality, he only needs to count the 6 specific o-rings that are crucial to our operation. I could assign Tech “B” to count a part type of belts but

10
F
5 days ago
A
Anton SaikovskiEmerging Technician
asked in Product Q&A
Parts inventory metrics

Hi, Parts inventory does its basic function for sure but when it comes to metrics, triggers and data struggling here. Am I the only one who can’t find easy way to do stock check and pull useful metrics (easily) on parts usage/expenditure across plants? It is also problematic when it comes to consumables as no doubt parts have own lifespan and some quite short. On top we got actual consumables which usage deviates depending on machinery condition. So as example I need a report of a part or consumable over period time? Reporting module metrics seems more concentrating on asset and labour time/costs. There is nothing dedicated to inventory usage/costs/frequency? In current global supply chain climate inventory management becoming challenging task - parts usage and risk assessment of supply chain is trendy subject than ever. Stock checks - all we have is “restock” button? There is no way to have WO with fields for stock checks? Surely those who do inventory audits might want some record et

481
A
12 days ago
E
ErenertEmerging Technician
asked in Product Q&A
Generating Asset Maintenance Reports

With the Premium plan in MaintainX, is it possible to generate asset maintenance reports? If so, how can I create reports that document all the work performed and costs incurred for a selected list of assets?

311
sergiodiniz
14 days ago
R
Robert GarrettEmerging Technician
asked in Product Q&A
Reorganizing tasks for better workflow

Is there any way of reorganizing tasks too allow for better workflow?  I have tasks assigned that are out of order and make the workflow very inefficient. I am unable to find a way to reorganize tasks for a better flow to reduce engineer travel downtime, if followed as per top to bottom on the mobile app. 

242
R
14 days ago
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.

372
J
20 days ago
C
ctc1111Emerging Technician
asked in Product Q&A
Using Inventory for parts with "partial" usage (less than 1 unit per work order)

Curious how folks are addressing using the inventory system to track usage of supplies that would require “less than 1 unit” per work order completed. Here is an example: Condensate pan/drain cleaner used on mid season mini split maintenance. I buy the bottles by the quart and always like to have at least a couple around. Issue is, might only use ¼ of a quart per mini split head. 1. Is there a way to handle this in MaintainX2. Or am I just over thinking this getting that granular with the tracking of inventory..

150
C
23 days ago
C
ctc1111Emerging Technician
asked in Product Q&A
Attach Video To Work Orders / Requests?

Am I able to upload videos to work orders and requests? Anytime I try, it appears as if they’re loading but then they just don’t show up. 

150
C
23 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?

902
Ignacio Garrido
29 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?

243
Ignacio Garrido
29 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. 

785
Ignacio Garrido
29 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.

351
Mike
1 month 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?

561
James Beers
2 months 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?

221
Ignacio Garrido
2 months 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?

942
Ignacio Garrido
2 months 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!

542
B
3 months ago
T
tkuperEmerging Technician
asked in Product Q&A
BOM

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

541
W
3 months 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!

472
B
3 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?

280
J
3 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?

321
Mike
3 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

582
H
3 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

884
M_Lovegrove
4 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 

532
A
4 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

70
M_Lovegrove
4 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 

604
M
4 months ago
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