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Tips & Tricks

Share your tips & tricks with the community, inspire others

  • 29 Topics
  • 117 Replies
29 Topics
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Skills Spotlight: What Do You Want to Master in 2025? 🎯

Looking ahead to 2025, let's talk about growth and professional development in the maintenance field. As our industry continues to evolve with new technologies and best practices, staying ahead through continuous learning becomes increasingly important.Discussion Topic: What technical or professional skill do you want to master in 2025?Whether it's:Predictive maintenance techniques Leadership abilities New certifications Technical specializations Data analysis capabilities Project management skillsShare what skill you're focusing on and why it matters to your career or facility. What inspired this goal? How do you plan to develop this skill? Your insights might help fellow maintenance professionals think about their own development paths, and you might discover new learning opportunities from others' responses. Share your thoughts in the comments below! Let's learn from each other's plans and goals 👇 

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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
June Kickoff: Share Your Best Practices, Tips, and Tricks to Win $500!

🎉 June Kickoff Challenge: Win a $500 Gift Card! 🎉Summer is here, and we’re celebrating with an exciting community giveaway. Here’s your chance to win a $500 gift card of your choice (Amazon, Home Depot, Bass Pro Shop - you name it)!How to Enter:Sign Up for the Community: If you haven’t already, sign up for the MaintainX community. Share Your Best Practices, Tips, or Tricks: Post a detailed example of a workflow, tip, or trick that has helped your team using MaintainX. Whether it’s a process you’ve digitized or a clever trick you’ve discovered, we want to hear about it! Don’t be nervous, what may sound simple to your team, could be a major insight for others! Engage: Don’t forget to like and comment on other posts to support your fellow community members.Submission Guidelines:Title: Give your workflow, tip, or trick a catchy title. Description: Provide a clear and concise description of your best practice, tip, or trick. Explain how it helps your team and why it’s effective. Visuals:

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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
⚠️ Safety Near-Miss Best Practices ⚠️

As technology continues to evolve, leveraging new tools for workplace safety can greatly enhance both communication and response times to potential hazards. Let’s take a moment to reflect on how technology can play a critical role in preventing near-misses and creating a safer work environment.Discussion Topic: What safety near-miss at your workplace could have been prevented with better communication or faster reporting tools?Think about incidents where:Lack of immediate reporting delayed the response to a hazard Paper-based processes slowed down the relay of crucial safety information Clear communication channels could have alerted the team sooner Real-time data collection and analysis could have identified patterns sooner Access to digital safety manuals and procedures could have mitigated risksShare your experience with a specific near-miss scenario and discuss how modern safety tools, such as mobile reporting, instant access to safety information, and AI-driven insights, might hav

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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Process Perfect: What Will You Optimize in 2025? ⚙️

Efficient processes are the backbone of successful maintenance operations. As we look ahead to 2025, let's discuss opportunities for improvement in our day-to-day workflows.Discussion Topic: What's one maintenance process you want to improve at your facility in 2025?Consider areas like:Work order management Preventive maintenance scheduling Parts inventory control Team communication Safety procedures Documentation methods Resource allocationShare a specific workflow or procedure you want to optimize and why it matters. What impact do you hope this improvement will have? What's motivating this change?Your process improvement goals might inspire others to look at their own workflows differently, and you might discover new approaches from your peers' responses.Share your thoughts in the comments below! Let's learn from each other's improvement plans. 👇

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Ignacio Garrido
Ignacio GarridoAdvanced Operator
posted in Tips & Tricks
Are you getting the most from your assets? The impact of company culture on asset management

Hi everyone, Have you ever wonder if your company culture is indirectly impacting the assets you manage?I've been there, and it really does.  From regular operators damaging equipment without suffering any consequences for their actions to top management buying new equipment without informing and asking for you opinion about it.These are all decisions that cost lots of money to your company. I will interview Mike Ungar, a former executive of Michelin with over 35 years in the manufacturing industry, who has been recently working as business and executive coach for several companies and has also founded the industry 4.0 club.We will go through questions like: - Who is responsible for the company culture?  - What makes a good company culture?- What good asset management looks like- how does culture impact asset management? - Examples and case studies- Why do you think companies become complacent with a mediocre asset management culture?- To improve one's asset management by working on th

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Ignacio Garrido
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Tech Tools & Training: What's On Your Learning Radar for 2025? 🛠️

As maintenance technology continues to advance, staying current with new tools and systems can significantly impact operational efficiency and effectiveness. Let's explore what's next on your learning journey. Discussion Topic: Which new maintenance technologies or tools do you plan to learn in 2025? This could include:Advanced CMMS features Condition monitoring tools IoT sensors and systems Mobile maintenance solutions Data analytics platforms Automation tools Predictive maintenance softwareShare what technology you're planning to learn and how you expect it to impact your work. What challenges do you hope this new technology will help solve? What made you choose this particular tool or system?Your response might help others discover new tools they hadn't considered, and you might learn about solutions you weren't aware of.Share your thoughts in the comments below! Let's learn from each other's technology roadmaps. 👇

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LilburneEmerging Technician
asked in Tips & Tricks
Pre-operation inspection, automatic launch

Hi, Before using certain pieces of equipment our operators are required to complete an inspection of the equipment and log it.Is there a way I could create the inspection as a procedure in MaintainX that can be activated by the operator as they need it? If I can do this in MaintainX it would make the standard operating procedure easy to access and create a record to show the procedure is being complete.The operators have requester level licenses   Thanks,Ben

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Ignacio Garrido
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Actionable KPIs and Metrics

What are some of the most important metrics you track to measure your maintenance team’s performance?How do you currently track those metrics? Do you fully trust the data alone or does it only tell part of the story?What makes those metrics useful and actionable? For example, if you see an increase in downtime, how does that impact the next steps you take with your team? 

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HariEmerging Technician
asked in Tips & Tricks
Productive Maintenance techniques

In 2025, I aim to master predictive maintenance techniques to improve equipment reliability and reduce downtime at my solar and green hydrogen facilities. This skill is crucial for ensuring efficiency and minimizing maintenance costs.Why it matters:Enhances operational reliability and system performance.Reduces unplanned breakdowns and maintenance costs.Aligns with the latest technologies like IoT and AI in maintenance.How I’ll develop it:-1. Enroll in training on condition monitoring and analytics.2. Use tools like vibration analysis, thermal imaging, and sensors.3. Learn software like MATLAB or Python for data analysis.4. Start small predictive maintenance projects at my site.Mastering this will help me optimize operations and keep my facilities running efficiently.  

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LilburneEmerging Technician
asked in Tips & Tricks
Vendor Certification and License Tracking

I want to add a custom field to the vendors tab to note the certifications the vendor has and when they expire.e.g. Safety at height, confined space, permit to work etc.Has anyone done this before. Ideally I’d add a dropdown that allows multiple selections. This is so we can tell at a glance if the vendor is currently certified or if we need to confirm their certification before booking them to complete work. Thanks,Ben

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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!

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Ignacio Garrido
Ignacio GarridoAdvanced Operator
posted in Tips & Tricks
Survival Maintenance: essential tactics when resources are low (and high)

Hi everyone, I would like to share with you 2 recommendations I will suggest you to follow in case you are going through some resource scarcity: 1. Make sure you are working according to priorities in MaintainX. Working by offline or online status, or oldest request is not enough. You need a proper system to prioritize your work orders and it needs to be recognized and followed by your team. Time Management 101 tell us we won't ever have the time to finish everything we want, but at least we can focus our available time over the most important stuff.  2. VMI. If you can't spare a person to handle your inventory or there isn't enough people looking after your parts, talk to your vendors and ask if they could provide you with VMI. Vendor managed inventory (VMI) management is an inventory control technique in which a vendor assumes some of the responsibility for supplying and replenishing inventory items on behalf of an organization. I would recommend it for low-value or high-volume consu

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Ignacio Garrido
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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?

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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.

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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

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Mike
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Aaron KEmerging Technician
asked in Tips & Tricks
Real time work order updates from MaintainX 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. 

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Mike
Barrettmarx
BarrettmarxEmerging Technician
posted in Tips & Tricks
Communication Translation Station.

I've put QR codes all over the plant. It brings up a request portal . I've mentioned it to operators. They don't understand English too well and I don't understand Spanish. This is more than just a maintenance request portal. It's a comment box .  I don't have much participation yet but I will let you know how it turns out. I want the operators to have a voice. 

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Mike
nickhaase
nickhaaseMaintainX Community Team
published in Tips & Tricks
🎓 Introducing MX Masterclass: Level Up Your Maintenance Game! 🚀News

Maintenance pros, are you ready to take your preventive maintenance program to new heights? We're thrilled to kick off our MX Masterclass webinar series with a session you won't want to miss:"Building Your Preventive Maintenance Program from Scratch"📅 Thursday, July 25th ⏰ 1 PM ET / 10 AM PTJoin @Vincent Landry, our Senior Software Implementation Consultant and former Production Supervisor at L'Oreal, as he shares insights that will revolutionize your approach to preventive maintenance.In this session, you'll learn:The game-changing benefits of a well-structured PM program How to choose KPIs that truly drive performance Strategies for developing a rock-solid preventive maintenance approach Tips for building a strong foundation for your PM program Ways to leverage technology to supercharge your maintenance effortsWhether you're just starting out or looking to refine your existing strategy, this webinar is your ticket to maintenance excellence.Ready to transform your maintenance operati

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nickhaase
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ZanStewartEmerging Technician
asked in Tips & Tricks
Time entry errors

I’d like to know how other teams use the time entry data to catch staff member stop timer errors or other time entry mistakes. Some staff work many different WOs in a day so the sooner we catch time entry errors the better the correction (e.g., at the end of the week details become murky).

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Wilson AgritechEmerging Technician
posted in Tips & Tricks
MaintainX for repair facility - John Deere repair program.

We run a maintenance/repair facility up here in the land of the north (Canada). We are not a dealer but run an inspection program of 60-80 combines that we are responsible for different customer every year, we maintain, rebuild and rent out combines out of our facility. We were never able to find the correct software for our business that was able to do it all while keeping it very user friendly on management…. and for the technicians. We need just the basics, parts inventory control, work order management and asset management. Enter MaintainX, within minutes, we were able to turn our 120+ point excel spreadsheet into a usable procedure workflow that my technicians finally enjoyed and was able to be separated with a table of content… simply had to split each of our sections and give it a title in the procedures edit screen, see screenshot 1 below.Another great little feature was the summary of what is needed for “corrective action”. We will be using this for creating invoices to our cu

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Daniel vanDusenEmerging Technician
asked in Tips & Tricks
Printer for QR labels

Hey there, I'm looking for suggestions on a good label maker for QR codes

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James Beers
James BeersAdvanced Operator
asked in Tips & Tricks
Separating tools from assets

I am trying to log tools for inventory purposes. The issue is, I don’t want to necessarily put them in as assets and would rather have a section particularly for tools. Has anyone had any luck adding new lists for subjects other than the stock items that come with the program?

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Andrew
AndrewEmerging Technician
posted in Tips & Tricks
Condition monitoring via Meters

Hi there,I would like to share a trick how to set up a condition monitoring in MaintainX (temperature, vibration etc).I track equipment vibration using Meters and Procedures. For some equipment which do not have online vibration reading, we perform monthly measurements using portable Fluke vibration meter. So, I have created meters to capture the vibration readings. For example, I named the meters as: ID Fan Motor DE Bearing Vibration and ID Fan Motor NDE Bearing Vibration.Then, I created an inspection procedure in which I linked these meters for technician to capture the readings.For the meters I created Work Order Triggers when a value exceeds a given maximum value for vibration. I believe the same trick can be used to monitor and trigger any other conditions.Hope it can be useful for someone else. 

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Andrew
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mlarsoncscsEmerging Technician
posted in Tips & Tricks
Pictures are great from the phone app

Very helpful to have the app on my phone when I am walking the plant.  When I come across a repair or a need, I can make a work order.  More importantly I can take pictures and help explain what is needed.   A picture is worth a thousand words!

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Ryan CEmerging Technician
asked in Tips & Tricks
How to create fields in procdure via API in Postman

Good Afternoon. I am trying to create a work order via an API call and I am currently trialing with Postman. This is what I have currently (excuess the comments): { "title": "Inspection of Water Pump #1 PN:111 (Pump House), Vibration Warning Test 2", "assetId": 5054334, "assignees": [ { "id": 82364, "type": "TEAM" // dont know what this means } ], "estimatedTime": 1800, "categories": [ "Inspection", "Damage" ], "description": "Whenever irregularities in the water pump operation arise, our established procedure initiates a comprehensive inspection of the pump system in our facility. This encompasses assessing the condition of filters for timely replacement. Technicians conducting the inspection will sign off upon completion to facilitate tracking of maintenance activities.", "locationId": 1921018, "priority": "HIGH", "procedure": { "id": 1711611, "title": "Alert Triggered Water Pump Inspecti

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