Your First 15 Minutes

Start here

If this is your first session, do these steps in order. They create the minimum amount of structure the app needs to feel useful.

Step 1: Complete onboarding cleanly

• finish the welcome flow
• confirm your organization and facility details
• choose the dashboard or workspace layout that feels natural for your team

Step 2: Add one real facility

Start with a live facility, not a placeholder.

That facility should have:

• a clear name
• the right operational owner
• at least one critical system or area you care about today

If you operate multiple sites, still start with one. It is much easier to validate your workflow on one real site before scaling out.

Step 3: Add or import a few representative assets

Do not try to model the whole world in your first session.

Start with 5 to 20 assets that represent real operational value:

• a generator
• an air handler
• a chiller
• a pump
• a panel
• a life-safety component

Good early asset records usually include:

• asset name
• facility
• location
• asset type
• manufacturer or model if you have it
• status and service context

Step 4: Create one work order

Create a real work order so the work board, history, and reporting surfaces have live activity.

Use a simple but realistic example:

• investigate abnormal vibration
• replace failed relay
• inspect leaking valve
• verify generator alarm source

Include:

• a clear title
• the right facility and asset
• useful notes
• priority that matches the real urgency

Step 5: Create one PM schedule

Attach one PM schedule to a critical asset. This helps the platform start looking like a maintenance system instead of an empty directory.

Good first PM examples:

• monthly generator exercise
• quarterly air handler inspection
• vibration check for rotating equipment
• weekly life-safety check

Step 6: Review the workspace once data exists

Once you have:

• one facility
• several assets
• one work order
• one PM schedule

go review:

• dashboard or overview
• work board
• asset list
• preventive maintenance

Step 7: Invite the team after the structure exists

If your plan and role allow it, invite teammates after the workspace is usable. That gives them something real to work with on day one instead of an empty environment.

What success looks like after 15 minutes

By the end of this first setup pass, you should have:

• a real facility
• live asset records
• visible work activity
• at least one recurring PM
• enough structure to keep building confidently