Add Your First Facility

Adding a facility

A facility is a physical site, and every asset and work order ties back to one. Open Settings, Facilities and click New facility. Provide a Name people actually use, an Address (used for weather data, regional analytics, and exported reports), a Time zone (inherited from your org, affecting PM schedules and shift reports), and an optional Type for benchmarking. Facilities are intentionally light; detail lives in zones and assets. How the location tree sits under a facility is covered in Facilities and the location model.

Zones and structure

Zones are optional but powerful: rooms, floors, or production lines that make work order locations specific, drive heat-map dashboards, define technician coverage, and anchor QR-code scanning. You can nest zones, so refine depth over time. Add them from the same screen, in the Zones tab. Rule of thumb: one facility per physical address with its own access, staff, or utility meters. Use zones, not separate facilities, to organize teams within one building, and do not combine multiple addresses into one facility. For mobile assets, create a Mobile or Fleet facility, or assign each to its home facility if it stays put most of the time. Add the small sites too: a storage shed with a generator and HVAC is still a facility.

After setup

Facilities enable site switching in the top bar, import targets, the dashboard facility selector, weather alerts, regional benchmarks, and cost roll-ups. Set the time zone correctly the first time, since changing it later doesn't shift existing work orders. Next, read Add your first asset to start populating it, or bulk-import from a spreadsheet.

Add floor-plan context when available

Once the first facility and location tree exist, add floor plans for the floors or buildings your team works from most often. Upload a plan image or PDF, then review unplaced assets and pin the equipment technicians need to find in the field. If parsed floor plans are enabled, review detected room candidates before relying on the overlay. Start with Uploading and replacing floor plans.