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This page walks one fault through the whole product so you can see how the pieces connect. By the end you will have seen a problem reported, triaged into a work order, checked for readiness, assigned to a technician, worked on the field app and closed — the loop the rest of the product hangs off. The buttons you see depend on your roles and on your organisation’s own configuration. Status names below are the defaults a new organisation starts with; yours may differ — see statuses and transitions.
1

Sign in

Open the address your administrator gave you. Type your Email or username, click Continue, then type your password and click Sign in. If your organisation uses its own identity provider you see a Sign in with … button instead of the password box; if your account is in more than one organisation you are asked Which organisation?; and if two-step sign-in is on you are asked for a code.The first sign-in stepThe first sign-in stepNo account yet? An administrator invites you and the email lets you choose a password; or, where self-service sign-up is offered, Create an account sets up a new workspace, which opens once you follow the link emailed to the address you gave. Everything about signing in is in signing in and your password.
2

Get your bearings

You land on Today, a board of the work that is on you, the shop floor and the organisation’s figures. The sidebar groups screens by what you are doing — Work, Assets, Inventory, Procurement and the rest — and shows only what your organisation has and your roles allow. The header carries the site switcher, Search, Scan, New and the trays for sync, approvals, messages and notifications.Press Ctrl+K (⌘+K on a Mac) to search for any record by name or number.The command palette open over the work order listThe command palette open over the work order listFull tour: finding your way around.
3

Report a problem

Anybody allowed to raise requests can report a fault from anywhere: click New → Request, or Report a problem on the Requests screen. The Report a problem dialog asks:Send it files the report. It does not become work until a planner decides it is. Technicians can report the same way from the field app.
4

Triage the request

Go to Work → Requests. This is the inbox of reported problems, with severity, status, asset, requester and age. Click one and it opens in a panel beside the list, so you can work down the queue without leaving it.The work request inbox with a request open beside itThe work request inbox with a request open beside itChoose What kind of problem it is — the panel then says what priority converting it will raise. Then decide:More: work requests.
5

Open the work order

Converting creates the job. Work → Work Orders lists everything, with views along the top — All, Open, Closed, My work, Unassigned, Due today, Overdue, SLA breached, Critical, On Hold — and a stat strip counting what is breached, past due and unassigned.The work order list with its viewsThe work order list with its viewsOpen the job and you get the whole picture: an action bar with Edit, Document, Raise a requisition and a button for each status it may move to, and tabs for Overview, Readiness, Who and when, Tasks, Parts, Tools, Labour, Costs, Files, Activity and more.A work order detail screenA work order detail screenMore: inside a work order.
6

Check it can actually be done

Open the Readiness tab. It lists every requirement — parts, tools, skills and people, vendors — with whether it is met, and the tab carries a count of what is still blocking. A part not in stock, a tool out on another job or past calibration, a skill nobody available holds: each shows here before anybody is sent.The readiness tab listing what a job is short ofThe readiness tab listing what a job is short ofSending somebody to a job that is short of a part is how a shift gets wasted. Clear the shortages first — Raise a requisition buys what is missing — or accept them knowingly. If the job needs a permit to work, it cannot start until one is issued.
7

Put somebody on it

Go to Work → Dispatch. Jobs sit in columns by status, starting with Unassigned. Drag a job onto somebody, or tap one to pick it up.The dispatch board with jobs in columnsThe dispatch board with jobs in columnsPicking a job asks Who can take it, listing technicians, crews and suppliers with their availability and current job. Before you commit you see what the assignment would mean — travel, service-level promises, skills and certifications, parts, tools, clashes and workload. A choice that breaks a check can still be made with Assign anyway, and the reason you give is recorded against the job.More: the dispatch board.
8

Watch it get done

The technician sees the job on the field app, accepts it, and works it at the asset — checklist, hours, parts, meter readings and photographs — offline if there is no signal. Their progress moves the job through Accepted and In Progress, and if it stalls on parts or a vendor, into one of the on-hold statuses, which pause the service-level clock.A job open on the field appA job open on the field appToday’s Operations band and the dispatch board show the job’s progress as it happens. If the handset’s change collides with one made in the office, the sync tray in the header says so.
9

Close it

When the work is finished the job reaches Completed, which stops the service-level clock. A supervisor reviews it — the hours, parts and cost on the Costs tab, any failure recorded — and moves it to Closed. A completed or closed job can be reopened if the fault returns.Closed jobs are what reliability figures — MTBF, MTTR, availability, PM compliance — are computed from, so the record you close today is next month’s evidence about the asset.The full status list: the work order lifecycle.

Where to go next

Core concepts

The vocabulary — assets, requests, work orders, plans, requirements, entitlements, scope.

Set up preventive maintenance

Build a plan so work raises itself instead of waiting for a breakdown.

Add your assets

The register, the hierarchy, and what a good asset record carries.

Set up your organisation

The getting started checklist: sites, people, roles, statuses and the fields you track.