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Unanswered questions

53 Topics
T
tkuperEmerging Technician
asked in Product Q&A
BOM

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

0
T
14 hours ago
L
LcsmithadcEmerging Technician
asked in Getting Started
Asset hierarchy depth

Hello all,I am new to Maintain x and I am in the process of setting my company up on the software.  Im looking to set up the system in such a way that I am able to track everything as efficiently as possible.  I want to set up PM for motors that we have here where Technicians take the amperage reading of 3 phase motors and put the readings in to the software.  I want to use meters to be able to record and track trends for each phase. Are any of you all doing this?

0
L
14 hours 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!

0
B
3 days ago
B
Bob DEmerging Technician
asked in Getting Started
QR code to data entry excludes Location field

If I scan the QR code for creating a new work request, it displays a data entry screen on my iPhone. Unfortunately, the data entry screen does not include a drop-down list for Location. Can this screen be updated to include data entry for Location? 

0
B
5 days ago
R
Ronnie.PEmerging Technician
asked in Tips & Tricks
Workorder View

There used to be a feature where you could select when to see the work order by how many days until due. The default was 365 days, but instead of clogging the view for recurring work orders, you could select to see the work order 30 days out or even 7 days from due date. Did this feature get removed or moved? Thanks,Ronnie

0
R
6 days ago
A
Aaron KEmerging Technician
asked in Tips & Tricks
Real time work order updates from Maintain X to Power BI

Hi All!I’m looking for some input on integrating MX to Power BI that would update in real time. I’m looking to send over new work orders and have those update when the job status is updated.I’m currently running a Zap through Zapier from MX to Outlook Calendar which is shared to other employees, mainly requestors that don't have full user access. I required job title, start and end date, status, category and location. The problem I’m having is if one of those fields are left empty for one reason or another, the zap won’t complete, and it cost me a task. I'm looking to at least test out Power Bi in hopes of a better experience.Any advice would be much appreciated!Also go easy on me lol, I’m an HVAC tech who got in over his head trying to implement this system over the past few months. 

1
Mike
7 days 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

1
M_Lovegrove
16 days ago
L
lorbanEmerging Technician
asked in What are Groups?
Property Management Users?

I’m new to MaintainX and looking for anyone using it for a property management/HOA environment. Just looking to connect, share best practices, etc. Thanks!

1
Mike
17 days 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 

2
A
18 days 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 

4
M
1 month 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!

0
B
1 month 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 

1
Vincent Landry
1 month 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)?

4
nickhaase
1 month 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.

2
M
1 month 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.

1
Mike
1 month 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.

5
G
2 months ago
C
ctc1111Emerging Technician
asked in Product Q&A
Managing Renovation Projects in MaintainX?

I realize that MaintainX isn’t designed so much for project management, but has anyone figured out some work around for how to structure things where it could work well enough for such a task? Here is the scenario: Multi tenant office building and we are constantly doing renovations of office spaces. The usually involves removing a couple walls, adding in a couple new walls, replacing some doors, new lighting, carpet, paint, etc. It’s far from a standard ‘work order’ but it is also equally as far from needing yet another software for construction management.. I avoid spreadsheets when possible.. The problems in this I’m looking to solve is really scheduling and task tracking to ensure we are on schedule and not forgetting anything.. Thanks

4
D
2 months ago
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. 

1
sergiodiniz
2 months ago
P
PKingEmerging Technician
asked in What are Groups?
HVAC-R

Hello, I am looking to connect with anyone that is utilizing this software to track annual CSD-1 and Backflow inspections. I am currently enjoying the software and wondering if anybody else is utilizing this for preventative maintenance agreements. 

2
P
2 months ago
D
dblcronaEmerging Technician
asked in Tips & Tricks
Print QR Codes on Dymo Label Printer

Has anyone come up with a good method to print QR codes from the MaintainX part library on Dymo label printers? I thought about just buying a few thousand consecutive QR codes and scanning them as I create parts in inventory but that wouldn’t allow me to have one label for every identical part in inventory. I want to be able to print them easily as I create new parts in my inventory or replenish parts. I am using a Mac which probably makes this more difficult. Any help would be appreciated.

5
D
2 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.

0
G
2 months ago
D
DBarryEmerging Technician
asked in Product Q&A
Multiple Currencies

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. 

1
K
2 months ago
not.cadillac
not.cadillacEmerging Technician
asked in Tips & Tricks
Anyone Inventory and Track Lifetime of Tires?

How would something like this be achieved? Labels wouldn’t very well stay on a commercial truck tire I imagine… What say you wise and powerful MantainX users!

2
J
2 months ago
D
DestinyEmerging Technician
asked in Tips & Tricks
Merging Work Orders

I often have situations where there are multiple work orders in for the same asset in my facility. Is there a way to merge the work orders into one so that when that asset is getting worked on all the work orders are covered?

2
J
2 months ago
D
DerranEmerging Technician
asked in Product Q&A
Calendar holidays

Can I add team members holidays to the work calendar so they can be seen as away when scheduling?

2
nickhaase
2 months ago
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