Before you begin
Some of these options are only available on certain tiers. To see which features are available on which tiers, see the Compare Plans section on our website.
One you've completed basic setup, you can start configuring additional functionality in the app. Here are some things you might want to configure, with links to articles that will help you through the setup process.
| If you want to... | Then... |
|---|---|
| Further configure assets, such as creating new asset categories or assigning users to assets | Set up assets |
| Further configure users, such as creating new user groups or changing permissions | Set up users and set up permissions |
| Further configure scheduled maintenance, such as adding nested PMs or parts | Set up scheduled maintenance |
| Scan barcodes or QR codes to access work orders, parts, and/or assets | Set up barcodes and QR codes |
| Track your parts and supplies using Fiix | Set up parts and supplies |
| Track information related to third-party businesses (suppliers, customers, etc.) | Set up businesses |
| Use common tasks that can be shared across work orders and scheduled maintenances | Create tasks and task groups |
| Record meter readings using units other than the default ones we provide | Set up meter readings |
| Allow guest users (i.e. users who can't log in to Fiix) to submit work requests | Set up the work request portal |
| Organize your maintenance into projects | Set up projects |
| Allow users to access additional features in the mobile app | Configure mobile app settings |
| Specify which notifications are sent to which users | Set up notifications |
| Track purchasing information (such as RFQs and POs) in Fiix | Configure purchasing settings |
| Create custom dashboards for your users | Configure dashboard settings |
| Set up security features, such as firewall | Configure security settings |
| Use custom fields that aren't provided by default in the app | Create custom fields |
| Customize localizations for your users | Create custom localizations |