Your First 15 Minutes

Start here

Do these steps in order to create just enough structure for the app to feel useful.

1. 01Complete onboarding: finish the welcome flow, confirm your organization and facility details, and choose a dashboard layout.
2. 02Add one real facility with a clear name, the right operational owner, and at least one critical system or area. Even with multiple sites, start with one.
3. 03Add or import 5 to 20 representative assets such as a generator, air handler, chiller, pump, panel, or life-safety component. Include name, facility, location, type, manufacturer or model, and status.
4. 04Create one realistic work order with a clear title, the right facility and asset, useful notes, and a matching priority.
5. 05Create one PM schedule on a critical asset, for example a monthly generator exercise or quarterly air handler inspection.
6. 06Review the workspace once data exists: dashboard, work board, asset list, and preventive maintenance.
7. 07Invite the team after the structure exists so they have real work on day one.

Success after 15 minutes

You should have a real facility, live asset records, visible work activity, at least one recurring PM, and enough structure to keep building.