CMMS Integration in Dash SaaS

Introduction

CMMS is a comprehensive solution designed to efficiently manage procurement, sales, maintenance, and outsourcing activities across multiple work locations. It simplifies complex business processes through a transparent and user-friendly interface, enhancing team productivity with streamlined work order and request management. Serving as a central communication hub, CMMS enables effortless updates and document sharing among team members. Ideal for multi-location businesses, it offers centralized control and oversight, allowing operations to be monitored and managed from a single platform. CMMS also supports automatic preventive maintenance scheduling to reduce downtime and ensure machinery efficiency, while providing detailed reports on individual components, including associated documentation, images, repair manuals, and warranties—making it an essential tool for proactive asset management.

How To Install the CMMS Add-On?

To Set Up the CMMS Add-On you can follow this link: Setup Add-On

We have some actions in the CMMS Add-On for which the users will receive mail once it’s done. You can also send real-time and automated notifications to your users with the help of notification Add-Ons.

• Slack
• Telegram
• Twilio
• WhatsApp (Twilio)
• WhatsApp API
• SMS
• Discord
• Rocket Chat
• Fast2SMS
• VonageSMS
• Sinch SMS
• Telesign SMS
• Whatsender
• MSG91
• Plivo SMS
• Zita SMS

There are also other add-ons that are integrated with the CMMS Add-On.

• Activity Log
• Calendar
• Custom Field
• Form Builder
• Make
• Outlook Calendar
• Pabbly Connect
• Spreadsheet
• ToDo
• Webhook
• Workflow
• Zapier

How to use the CMMS Add-On?

1. Dashboard

• The CMMS Dashboard provides a comprehensive overview of your maintenance operations and performance metrics, with all data displayed based on your selected location from the dropdown menu.
• The dashboard displays four summary cards at the top showing Total PMs with the count of preventive maintenance tasks, Completed Work Orders displaying finished maintenance activities, Open Work Orders highlighting pending tasks that require attention, and Components showing the total number of tracked equipment and assets.
• The dashboard includes visual analytics with a Work Orders line chart that tracks maintenance activity trends over time for your selected location, helping you monitor daily workload patterns and identify peak maintenance periods, and a Work Order Overview pie chart showing the distribution of work orders across different statuses (Open, In Progress, Planning, Scheduling, Suspended).
• The welcome section features a QR code for quick maintenance request submission and a Copy Link button that generates a shareable link to your location-specific dashboard, making it easy to collaborate with team members.
• The Recent Work Orders section lists the latest maintenance activities with work order titles, location names, current status badges (Open, Completed), and dates for quick reference and immediate action.
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• User Dashboard:

  • The User Dashboard provides a personalized view of all your work requests, giving you instant access to track your maintenance needs and service requests.
  • Three summary cards at the top display Total Requests showing all submissions you’ve made, Pending requests awaiting review or action, and Completed requests marked with a green checkmark.
  • The Work Order History table lists all your submitted requests with details including request name, location, component, due date, priority level (High, Medium, or Low), and current status badges (Open, Completed).
  

2. Location Management

• On the location page, you can easily create with the help of the create button at the top and adding new locations by entering the name and address.
• There is a QR Code button in the Actions column. When the QR code is scanned, it opens a link that takes you directly to the Work Order Request page.
• In the action column, there is an option for a Copy Work Request Link. If you copy that link, you can create new work requests easily. A form will be displayed in front of you where you can add all the details related to work orders like Request Title, Problem Description, name, email, select the problem of the component from the dropdown, and add pictures and documents.
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3. Work Order Tracking

• In the Work Order section, you’ll find a detailed overview of all your maintenance tasks categorized by priority and status.
• You can quickly create new work orders using the Create button. Add all necessary details such as the work order name, priority, location, components, date and time, assigned user, instructions, and tags. You can efficiently track progress within the same panel.
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• You can also change the status of the work order Task Completed button is given for task completion, if you click on that you can add the time you have consumed to complete that work order.
• If you click on the view button of the work order page, you can view all the details of that work order, like component, work order details, assignment details, reports, Parts, Log time, Invoice, and POS.
• In the Component section, the components selected while creating the work order are displayed. You can view and see all the details of the work order. In the Report section, recent work orders are displayed month-wise and the purchased and not purchased parts.
• You can create parts from the base or directly assign parts which are already created to and you can edit and delete as per your choice.
• In the Invoice section, you can create invoices with details such as the cost, description, and receipt upload. You can also edit, and delete invoices.
• In the POS section, you can create a new POS entry using the Create button. Enter all required details, including Location, Supplier, User, Purchase Date, and Delivery Date. You can also add items created from the base (only items with the Part type will be visible). POS entries can be edited or deleted as needed.
• You can create a log time for a work order by adding hours and minutes, entering the date and description, and selecting a user. This log time can be edited or deleted at any time.
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4. Component & Part Management

• The Component section helps you manage all the components associated with your machinery or processes by allowing you to add new ones and edit current entries with complete details.
• You can create a component by adding all necessary details such as name, sku, location, component thumbnail, tags, category, assigned date, description, link, model, brand, operating hours, original cost, purchase cost, serial number, service contact, expiry date, description, and by uploading a warranty document.
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• The Parts will be shown according to the items under “Product & Service” that you have created from the base.
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• If you click on the view button of components, you can go through the description of that component.
• Additionally you can also have a deep look at the PMs, Parts, Suppliers, Log time, You can also create new PMs, Parts, Suppliers, Log times whenever you want.
• In the PMS section, you can create new PMS tasks or assign existing ones. You can also view and delete them.In the supplier section, you can create or assign suppliers, and view and delete them.
• You can create log time for a work order by adding hours and minutes, entering the date and description, and selecting a user. This log time can be edited or deleted at any time.

5. PMS (Preventive Maintenance Scheduling)

• The PMS tab allows you to schedule preventive maintenance by entering all the required data such as name,select location, select parts, enter tags and description.
• If you click on the view button, you can have a look and create the parts, invoice, and log time easily.
• In the parts section, you can create new parts or associate existing ones, as well as view and delete them. In the Invoice section, you can create invoices with details such as the cost, description, and receipt upload. You can also edit, and delete invoices.You can create log time for a work order by adding hours and minutes, entering the date and description, and selecting a user. This log time can be edited or deleted at any time.
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6. Supplier Management

• Within the Suppliers section, you can view a list of your current Suppliers and easily add new ones to the system whenever your network expands.
• You can create suppliers by adding all necessary details such as name, location, contact number, email, address, and a profile image.
• Upon clicking on the create button, you can have a complete overview of that supplier, you can also create and view the parts, components, and pos easily.
• In the parts section, you can create new parts or associate existing ones, as well as view and delete them. In the component section, you can create new components or associate existing ones, as well as delete them. In the pos section, you can create new pos, as well as edit and delete them.
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7. POS (Point of Sales) Tracking

• The POS page displays a list of all your sales points or records, which you can view and manage in real time.
• You can select the parts added from the base, and also select the suppliers, users and location from the dropdown and enter purchase order date and expected delivery date.
• If you click on the edit button, you can create new items within the POS section with the help of the create button at the top of the item column.
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