Organization setup
- Create your organization
- Configure organization settings (name, time zone, logo)
- Invite your team members and assign roles
Locations
- Add at least one building
- Add floors and rooms within each building
Assets
- Set up asset categories
- Add your first asset and assign it to a location
Maintenance
- Review work order settings (priorities, statuses)
- Create your first work order
Bookings (if applicable)
- Review booking settings
- Configure booking types
- Reserve a room to verify the setup
Procurement (if applicable)
Service Requests (if applicable)
Once you’ve completed the checklist, your organization is ready for day-to-day use. Reach out to [email protected] if you need help with any step.