Product Q&A

Our business has a need to issue POs in multiple currencies.Has anyone discovered a way to do this?The only way I can see to do this currently is to change the currency in settings each time I want a PO in another currency. 

The new utilization report is nice, but extremely limited in its usefulness. Has anyone found a way with Work Order or other reports, to determine utilization based on Location and including the Work Order category?We are an external service provider and we want to be able to view on a monthly basis what customer locations our engineers are spending the most time at and what types of work they are engaged in while they are at said customer. I’ve tried using a Work Order report and simply filtering by location and viewing total time logged, but we sometimes have work orders that are open longer than a single month.Additionally, the Utilization report would be very useful if I could filter on Category. We log some administrative and non-service related tasks and time in the system, and I’d like to view only direct labor utilization. Does anyone have any insights or ideas that I might be overlooking?

I may not have permissions, but I cannot find where to add an additional category to the existing list.  There are no areas to select under the category tab.  Within the work order it gives and option when you start typing but just goes away when the “+” is pressed.  Thanks in advance!

Is there a way to add parts to a work order without adding it to parts inventory or am i always supposed to use restock to zero out the inventory?

When filling out a PM work order on Manintainx does the time that u put on the the work order have to be in 15 min intervals? Or can it be 1 min intervals? 

How often, if ever, do you or your maintenance teams require MaintainX training materials that can be accessed offline?For context, we have training material available in MaintainX Academy and product documentation in our Help Center, but both require access to the internet. In the past, our customers have occasionally asked for training materials as PDFs, so they can share them with their teams offline or in some cases even print them. This type of request doesn’t come up too often, so I’m trying to get a sense of whether maintaining offline training material would serve a real need.To help illustrate, an example of offline training material would be something like a PDF ‘MaintainX Technician Training Manual’ that could be downloaded via a portal

Does anyone know a way to connect Jira to MX without using Zapier?Process: Once a work order is complete in MX a ticket will be created in Jira and contain that work order to be approved.

Hi All,Has anyone found a way to 'Template' purchase orders?For frequent purchases that involve multiple line items, it would be great to be able to populate them quickly and easily from a template or similar.Thanks

Hello everybodyI need to know if Maintainx App will work on Android 11 go devices?

Does anyone know how to export an entire vendor list?

Has anyone has success with using Power BI and Power Automate with MX?

Is there a way to add more than one requester to a work order so that several people can comment and get status updates?Choose Color      

In our industry, we routinely shift equipment between our Warehouse and Shipyard locations (various yards depending on workload). I know that I can always go into the Asset Tab, click the Edit button and move the location of the equipment, however it does not track any log of those moves, nor does it log a date that it changed location. In the future, is there any chance there will be asset location logs? I know many of MaintainX customers probably wouldn’t have a need for this as their equipment is stationary, but it would certainly be helpful. If there is a work-around for this, I’m all ears. Thanks!

Hello everyone,I'm exploring the best practices for training Requesters in the MaintainX system and would greatly appreciate your insights and experiences. If you've been involved in training or managing Requesters, I'd like to learn about the challenges you've faced and how you've addressed them.Training Challenges: What are the most common difficulties when training new Requesters? Are there specific aspects of MaintainX that they find difficult to understand or use? User Errors: What are the typical mistakes that Requesters make when using MaintainX? Are there any recurrent errors or misunderstandings that seem to crop up frequently?Understanding these issues will help us improve our training methods. Please share any tips, strategies, or anecdotes about your experiences.  Thank you in advance for taking the time to share your valuable insights!

I have a nightshift counterpart that works on the same equipment, so most of the PMs can be done by either of us. In practice, we have planning meetings that designate who, specifically, will be doing the work. However, for reporting purposes, this gets messy fast. If both of us stay assigned to all the PMs, reporting will show that we’re both doing double the work. If we unassign one or the other, one of us is likely to lose visibility the next time it pops up. Reassigning each work order every time also gets tedious and takes away from wrench time.How does your organization handle work order assignees that stay flexible? Do you leave both workers assigned and bite the bullet on reporting or do you take the time to deliberately reassign each work order?

We have projects that are longer than 8 hours… Many of them.Say you create a project that is 16 hours.If you use the “Workflow” Screen and drag a project over to someone to assign, it shows up RED and there’s virtually no way to fix it. It just shows up as I HOURS OVER and there’s no way to fix it unless you break the job down into 2, 8 hour jobs.. Pardon me, but this don’t work well for me. What about a project that has a main task, but 8 sub tasks that need to be checked off as they are completed? …running into a huge snag there.. 

Good morning, If I remember correctly, I heard that MaintainX can be used for incident reporting. If so, who has done it, how does it work, and what are your suggestions for what to include on the report. I’m interested in this from an accident point of view as well as for security issues (unruly visitor/staff member, vandalism). I’m looking at MaintianX for this for tracking as well as getting notifications when the form is started. I’m a one person department so streamlining is key.

I’d like to condense the To-do View to simply show a singular list of work orders sorted by Due Date. Currently, the list of work orders is broken up into several categories: Assigned to Me Assigned to my teams Created by me All open work ordersEach category is sorted by due date, but I’d like to remove all of those categories and simply have one long list of work orders sorted by due date.Does that functionality exist? And if so, can anyone direct me on how to do so?

Over the last year, we’ve received a lot of positive feedback about our Office Hours and Feature 101 webinar series. Customers have also expressed interest in more virtual live training offerings. To that end, I’m eager to hear from the community about other live trainings you and your teams could find valuable. Some questions to get the conversation started:The Office Hours/Feature 101 sessions are formatted as webinars which are consumed passively - i.e. tune in and listen, with the option to post questions/answer polling questions. Does this style of training work for you? If you’ve attended an Office Hours or Feature 101 webinar, is there anything you’d change about the session structure or subject matter? Would you find value in live training sessions that were more interactive? For example, something more akin to a workshop where you could watch a workflow demonstration, and then get an opportunity to then try that workflow for yourself, before coming back

I have some assets that are interchangeable. We will use one until it is due for maintenance or rebuild then switch it out for one of the others. When I am not using the spares I would like to have a way to mark it as offline but usable if it is operational, or offline and being repaired if that is the case. Has anyone been able to do this? It would make my tracking of downtime much easier. Thanks in advance.

Whenever I try to access the page from my phone, work computer, or home computer, I have to log in fresh and the others get logged out. Would be great if we could just be logged into multiple devices. Side note, would be great to have a product feedback/suggestions section and get a feel for how other users use the system or want to improve it.

Are you tracking asset/equipment downtime with MaintainX’s Asset Status feature with your team?If so, have you added any custom labels to that you’ve found helpful to the Asset Statuses yet?I’d love to hear how folks are using Asset Status to track and measure downtime.

Loose idea here……  I’m playing with the idea of getting zapier ( or another app ) to send an email or text to the operator to reply with the Machine hours when MaintainX work order pops up. I have it working so the email gets sent out, But not sure if its even possible to have a way to get the data to populate automatically.  Is there a better way?  we have machine all over town and we are trying to lessen the amount time it takes to collect the data on a weekly basis. Thanks!

Is there a way to export my completed work orders onto an excel format as apposed to just PDF? thanks in advance!

Hi, I currently have request portals set up within my factory per machine to log faults for my team to act upon, within this I have them attach images/videos along with descriptions of the current fault.From this I am activating a new works order for this fault - however, the request is only put within the description of the works order. Is there a way to actually include the request document within the works order and not just within the description. It would save a bit of headache QMS wise on my side. Thanks in advance