Connect your CMMS and set approvals
Decide what the agent writes to your CMMS or ERP, and who approves a work order before it is assigned.
Connect the system of record
Ask your admin to connect your CMMS or ERP. Work orders, PM schedules and completions can flow both ways. Details vary by system and workspace setup.
Choose what is written back
Decide which records the agent writes: new work orders, status changes, completion notes, photos, PM completions or all of them.
Set who approves
Choose who approves a drafted work order before it is assigned, by area, asset type or priority. Nothing is assigned without that approval.
Set escalation
Decide what counts as overdue for each priority and who is told when it happens.
Check the first record arrives
Approve one work order and confirm it appears in your CMMS with the right asset and status.
See your backlog the way the agent sees it.
Bring a few of your assets and last month's work orders, and we will show you how PMs get scheduled, defects become work orders and the CMMS stays current.
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