Home Screen

Introduction

When logging into Maintenance Pro, the home screen displays a clear overview of notifications and key statistics, such as due and overdue tasks, inventory levels, and employee renewals.

The left-hand menu provides options such as Home, Equipment, Work Orders, and more. Selecting an option navigates to that section of the program. To return to the Home screen at any time, click the Home button at the top of the menu.

Notifications

At the top center of the screen, three primary notification lists are displayed: Equipment Due, Inventory Low, and Employees Due.

Click a box to view the corresponding list.

Equipment Due

The Equipment Due notifications show tasks that are approaching their due date or are overdue, along with any pending inspections awaiting completion.

To filter the list by a specific location, click the blue link beneath “Home.”

To filter by notification type, click the blue link above the first row. In this example, the current filter is set to “All Due Equipment.”

To view the details of a maintenance task, click the blue task number (below the overdue badge in this example) or the blue arrow next to the checkbox.

To act on notifications, use the action buttons on the right:

• New WO – Creates a new Work Order for the task.
• Inspect – Opens the inspection record screen to complete the checklist.

Click the links to view additional details about Work Orders and Inspections.

To create multiple Work Orders for several assets, use the checkboxes on the left of each row to select the desired assets. Once all are selected, click the New WO button in the blue bar that appears at the top.

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Inventory Low

The Inventory Low feature notifies users of parts that require reordering due to low or depleted stock levels.

To filter the list by a specific warehouse, select the blue link located beneath "Home."

To record a receipt or generate a purchase order, select the Action button located within the part row.

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Employees Due

Selecting the Employees Due box directs users to a list of employees with upcoming renewals.

To filter the list by an employee’s primary location, select the blue link located beneath "Home."

The Update button processes renewals and advances the corresponding expiration dates.

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Charts

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

The number at the center of each chart represents the total count of open or pending Work Orders or Purchase Orders. In the example below, the chart indicates three pending Work Order records.

Selecting a color displays a pre-filtered list based on the corresponding status. For example, choosing the orange color on the Purchase Order chart presents a list of Purchase Orders currently marked as “Ordered.”

The Home Screen includes a bar chart that displays maintenance costs by month, with each bar representing the total maintenance cost for that specific period.

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Next article: Organization Profile