Product Q&A

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

Would it be necessary to add every single smoke detector and horn strobe as individual assets? What about receptacles? It seems to me just having an asset named “Smoke Detectors” and “Receptacles” would work. Especially if we are only replacing one every year or two. This came up because I recently had to add (3) smoke detectors to my system. 

For someone just starting out with MaintainX, what’s the best way to effectively set up and manage preventive maintenance schedules?

My employer has set us up for an ISO audit for certification. I am trying to set up reports that would show my completion records for individual machines. Does anyone have a process that would individualize assets by work order and know how to build a report showing common failure and if the work order was on time early or overdue?I really appreciate any ideas.

As a single person department, I look to MaintainX to help me manage my work, the work of contractors and volunteers, as well as making information and reporting as easy and fast as possible. With this platform being the resource available, I also need to work out how to use it to help me with capital projects. I’m curious what one person or very small departments find are effective ways to use MaintainX for projects large and small.