Setup & Administration

Account Settings

• Add or remove a brand logo
• Change company name
• Change timezone
• Add or remove columns in list view
• Account Settings FAQs
• Change account ownership

Assets

• Create an asset hierarchy manually
• Set up buildings and facilities
• Add equipment assets
• Asset hierarchy rules
• Asset naming conventions
• Child assets

See all 12 articles

Businesses

• Businesses
• Configure business tracking settings
• Associate a business with assets, work orders, or scheduled maintenance
• Delete a business

Localization

• About customized translations
• Create customized translations
• Change the default language
• Customize text in the mobile app
• Mobile app key library

Barcodes and QR Codes

• Configure barcode formats
• Should you use QR codes or barcodes?
• Important notice for those printing barcode & QR codes
• Print multiple asset tags at once using easy select function
• Create QR codes using a different label printer
• Print QR code asset tags

See all 7 articles

Custom Fields

• Add a custom field to an asset
• Add a new custom field to a work order
• Customize the work order form
• Create a custom table
• Add a custom drop-down list/table to a work order and rearrange
• Delete a custom field

Dashboards

• Configuring dashboard permissions
• Managing dashboards

E-Signature Setup

• About setting up e-signatures
• Configure permissions for e-signatures
• Enable e-signatures on work orders
• Enable e-signatures on scheduled maintenance

Imports and Exports

• Data import overview
• Importing tips & tricks
• Import your assets
• Import assets with multiple users/suppliers
• Import asset, child, and grandchild assets
• Updating asset data

See all 17 articles

Integrations

• Fiix API - FAQ

Lookup Tables

• Edit lookup tables
• Access data tables
• Lookup table library

Maintenance Settings

• Add a work order status
• Create a custom filter for work orders, scheduled maintenance, assets, or parts and supplies
• Add maintenance types
• Maintenance type colour change
• Charge departments & accounts
• Change work order default status

See all 9 articles

Multi-Site Configuration

• About multi-site and single-site configurations
• Add a site
• Change the timezone for a site
• Downgrade a site
• System administration videos

Notifications

• Set up my notifications / alerts in account messaging section
• Notification configuration examples
• Internal notifications module
• Edit notification templates
• Third-party notifications
• How do I add the guest requestors contact information to email notifications?

See all 8 articles

Parts and Supplies

• Classify parts
• Getting started with parts and supplies
• Deactivate stock
• Introduction to parts classification
• BOM Groups

Plans and Payment

• Add or remove user seats (licenses)
• Change payment information
• Upgrade or change plan
• Plans and Payment FAQ

Permission Library

• About permissions
• Default menu permissions
• Default page permissions
• Default purchasing permissions
• Default API permissions

Purchasing

• Configure purchasing settings in your CMMS
• Purchasing lookup tables

Security

• Export and save backup data
• Introduction to SSO
• View and store backup data
• SSO FAQ
• Backup Data FAQ
• Enable configurable firewall for your CMMS

See all 10 articles

Users and User Groups

• Set a user's hourly rate
• Change who a user reports to
• Set up new users
• Set up user groups
• Delete user groups
• Guest users

See all 16 articles

Work Request Portal

• About the work request portal
• Configure guest permissions for the work request portal
• Enable the work request portal
• Configure the list view
• Configure sign-in requirements
• Configure guest notifications

See all 13 articles

Workflows

• Workflow summary and your first workflow: Send the work order summary when it is completed