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Tips & Tricks

Share your tips & tricks with the community, inspire others

  • 21 Topics
  • 67 Replies
21 Topics
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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Shay
3 months ago
L
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

191
B.Todd-HADVky
6 days 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?

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S
8 days 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.

2126
S
8 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

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R
1 month ago
A
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. 

321
Mike
1 month ago
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. 

272
Mike
1 month 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!

472
J
3 months ago
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
4 months ago
Z
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).

986
W
4 months ago
W
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

190
W
4 months ago
D
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

21711
J
4 months ago
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?

804
J
4 months ago
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. 

460
Andrew
5 months ago
M
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!

130
M
5 months ago
R
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

981
M
7 months ago
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Featured Workflow: Translating a Procedure into Spanish with AI Procedure Generator

Featured Workflow: Translating a Procedure into Spanish with AI Procedure Generator - Watch Video Welcome to our new Featured Workflow series we are excited to share with you all. MaintainX can be used in a variety of creative ways to help solve real world workflow challenges with your team.  This first video helps show how to leverage our AI Procedure Generator to convert an existing procedure into another language.  Feel free to share your questions, feedback or suggestions on future workflows in the comments below! 

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nickhaase
7 months ago
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
👉 Building an internal culture of appreciation for maintenance and reliability

I recently had a conversation with a client that I believe many of you can relate to. He shared his frustration about the lack of recognition his reliability team receives from the operations/production side of their organization. Despite their hard work ensuring everything runs smoothly, they often go unnoticed when things are going well. Yet, the moment there's a hiccup with the equipment, they're the first to be blamed.This conversation got me thinking about the challenges many reliability teams face, not just in terms of their day-to-day responsibilities but also in how they're perceived within their organizations. It's a common scenario where the critical behind-the-scenes work gets overshadowed until a problem arises.I'm curious to hear your thoughts and recommendations on how to work towards changing this culture within an established organization with limited leadership support.How does your organization recognize the efforts of your reliability team? Have you found effective w

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Mike
8 months ago
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? 

652
tgarland
9 months ago
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Optimizing Team Communication within MaintainX

Have you implemented any best practices for enhancing internal team communication on Work Orders and/or Messages within MaintainX? For example, some teams require photos on all completed reactive work orders or implement custom fields for their team to add additional comments. We’d love to hear what strategies or methods have worked well for you and your team.Also, feel free to share any challenges you've encountered and how you overcame them. Your insights could help others streamline their communication processes too!

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James Beers
9 months ago
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Beyond Reactive and Preventive Maintenance

Most folks are excited to start tackling their preventive and reactive maintenance with MaintainX and understand that value.What are functions and use cases that your team has adopted within MaintainX that have been effective with your team?

570
nickhaase
10 months ago
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