Home Screen

Introduction

Upon logging into Maintenance Pro, you are presented with the home screen, which provides a concise summary of your notifications and statistical details. Here, you can view due and overdue tasks, inventory levels, and employee renewals.

Towards the left, you will notice a menu featuring options such as Home, Equipment, Work Orders, etc. Selecting any of these options will navigate you to different sections within the program. To return to the Home screen at any point, simply click on the Home button located on the top left corner of the menu.

Notification Lists

At the top center of the screen, there are three main notification lists for Equipment Due, Inventory Low, and Employees Due.

To access a particular list, simply click on one of the three boxes.

Equipment Due List

The Equipment Due notifications display tasks that are soon due or overdue, as well as any pending inspections awaiting completion.

To narrow down the list by a particular location, click on the blue link below "Home."

To filter by notification type, select the blue link located above the first row. In this example, the current filter reads 'All Due Equipment'.

To see what maintenance is due, select the blue task number (beneath the overdue badge in this example) or the blue arrow next to the checkbox.

To address these notifications you can utilize the action buttons to the right. "New WO" will generate a new work order record for the tasks. Selecting "Inspect" will direct you to the inspection record screen to complete the inspection checklist. Click on the links to explore additional details about Work Orders and Inspections.

To create multiple work order records across multiple assets, utilize the check box on the left of the row to select each one. Once you have selected all of the assets you wish to address, click the New WO button in the blue bar that appears on the top.

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Inventory Low List

The Inventory Low feature will inform you of any parts that need to be reordered due to being low or out of stock.

To filter the list by a specific Warehouse, click on the blue link beneath "Home."

To record a Receipt or create a Purchase Order, click on the Action button located on the part rows.

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Employees Due List

Clicking on the Employees Due box will guide you to employees that have renewals due.

To filter the list by the Employee's primary location, use the blue link under Home.

The "Update" button will address any renewals and move the expiration date forward.

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Charts

Charts are displayed on the right of the Home Screen for Work Orders and Purchase Orders.

The number in the middle of the chart is the total amount of open / pending Work Orders or Purchase Orders. In the example below, there are 3 pending Work Order records.

Selecting a color will direct you to a pre-filtered list based on the specific status. For instance, by clicking the orange color on the Purchase Order chart, you'll be directed to a list of Purchase Orders currently labeled as "Ordered."

Selecting a color will display a pre-filtered list according to the specific status. For example, choosing the orange color will display only a list of Purchase Orders that have been ordered.

The Home Screen also features a bar chart showcasing Maintenance Cost by month. Each bar represents the total maintenance cost during that specific month.

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Next article: Organization Profile