Facilities Onboarding Guide

Learn the essentials in 10 minutes or less.

How to request service

How to turn a service request into a work order

How to approve work completed by a contractor

How to record a meter reading?

How to add an asset

How to add a new location

How to change service provider location and problem type assignments

How to communicate about a work order

How to invite a new user

How to approve an invoice

How to approve a quote