CMMSGo SaaS – User Manual

2.1 Introduction to the Registration Process

The registration process is designed to allow administrators to create their accounts within the CMMSGo SaaS platform, granting them access to its functionalities and features.

2.2 Accessing the Login Page

Admins navigate to the designated login page of the CMMSGo SaaS platform.

2.3 Initiating Registration

Upon reaching the login page, admins can “Register” alongside the login form.

2.4 Providing Credentials

To begin the registration, admins are prompted to input the necessary credentials, including email addresses, passwords, and any other required information.

2.5 Successful Registration

Once the verification process is completed, the registration is successfully processed. Admins now have their account credentials to log in to the platform.

2.6 Exploring Platform Features

With the registered account, admins can explore and access the diverse features and functionalities CMMSGo SaaS offers.

2.7 Seamless Access

Subsequent logins can be initiated using the registered email and password on the login page.

Admins can seamlessly register themselves on the CMMSGo SaaS platform by following these steps.

3.1 Access the Login Page

Open your web browser and navigate to the CMMSGo SaaS login page.

3.2 Enter Credentials

Provide the Super Admin’s registered email address and password.

3.3 Login

Click the “Login” button to authenticate.

3.4 Dashboard Access

After successful authentication, access the Super Admin dashboard.

3.5 Manage Admin Functions

Use the dashboard to manage users, modules, settings, and more.

Following these steps, you can log in as the Super Admin and manage the essential aspects of the CMMSGo SaaS platform.

4.1 Dashboard

• Display of key metrics: Total Users, Total Orders, Total Plans.
• Chart showing recent orders for quick insights.

4.2 Company Page:

• Action column for managing individual stores.

• 4.2.1 Options include:

• Access to Admin Hub.
• Viewing company information.
• Logging in as the company.
• Editing store details.
• Upgrading plans.
• Resetting passwords.
• Deleting stores.
• Top buttons for:
• Subdomain and custom domain management.
• Grid view option.
• “+” button for creating new stores.

4.3 Plans

• Create, edit, or delete plans

4.4 Plan Requests Page:

• Manage incoming plan requests.
• Accept or reject requests as necessary.

4.5 Referral Program:

Transactions Page:

• View a list of transactions with detailed information.

Payout Requests Page:

• Manage payout requests.
• Accept or reject requests.

Program Settings Page:

• Set commission percentage.
• Define the minimum threshold amount.
• Establish program guidelines.

4.6 Order Management:

• Order List: View a comprehensive list of all plan orders placed by companies.
• Process Refunds : Handle customer refund requests directly through the platform.

4.7 Coupons :

• Create, edit, view, or delete coupons.

4.8 Email Templates:

• Create Templates: Design pre-formatted email templates for various CMMSGo functionalities, such as welcome emails, renewal reminders, or password reset instructions.
• Manage Templates: Edit existing email templates to ensure clear and consistent communication with your customers.

4.9 Landing Pages Section

• Edit, enable, or disable various landing pages.

4.10 System Settings Page

• Super admins can access the “System Settings” page to customize various platform settings. This includes branding, email configurations, storage preferences, payment methods, SEO settings, cookie management, chatgpt settings, caching policies, and Recaptcha integration.

5.1 Access the Login Page

• Open your web browser and navigate to the CMMSGo SaaS login page.

5.2 Enter Credentials

• Provide your registered email address and password associated with your admin account.

5.3 Login

Click the “Login” button to initiate the authentication process.

5.4 Dashboard Access

• Once your credentials are verified, you’ll be directed to the admin dashboard.

5.5 Language Preferences

• The “EN” button facilitates the selection of preferred languages and enables admins to enable or disable them as needed.

5.6 Admin Functions

• Use the dashboard to access and manage functionalities assigned to your admin role. This may include product management, order processing, customer interactions, etc.

By following these steps, you can log in as an admin and efficiently manage specific tasks and responsibilities within the CMMSGo SaaS platform.

6.1 Location Link

At the top of the dashboard, you’ll see links to your active locations. This feature allows you to quickly switch between locations and view data specific to each site without the need for additional filtering.

6.2 Total Work Orders

Displays the total number of work orders created across all locations. This metric gives you an immediate understanding of your overall workload.

6.3 Completed Work Orders

Highlights the number of work orders successfully completed. This helps you track progress and identify backlogs or delays at a glance.

6.4 Assets Overview

Shows the total number of assets being managed in the system. This feature ensures all your critical assets are accounted for and easily accessible.

6.5 Preventive Maintenance (PMs)

Provides the count of scheduled preventive maintenance tasks. This ensures you stay on top of proactive maintenance efforts to minimize downtime.

6.6 Charts for Total Work Orders and Work Order Overview

The dashboard includes two visually engaging charts:

• Total Work Orders Chart: A pie chart that categorizes work orders by their status, such as Open, In Progress, or Completed, helping you understand your system’s current state.
• Work Order Overview Chart:A line chart that tracks work order trends over time, offering insights into your maintenance workload and its progression

6.7 Storage Status

Displays the current storage usage of your cloud data. This helps you monitor data storage limits and plan for scalability if needed.

6.8 List of Completed Work Orders

At the bottom of the dashboard, you’ll find a detailed list of completed work orders. This list includes key information such as the task name, assigned staff, completion date, and any relevant notes, making it easy to review recently closed tasks.

7.1 Employee Management:

This page empowers you to manage your internal team comprehensively:

• Employee Directory:View a list of all your employees within CMMSGo SaaS. This provides a quick reference for contact information and assigned roles.
• Employee Details & Editing: Access and edit individual employee profiles. Update contact information, modify roles and permissions, or assign team leads.
• Employee Activity Logs::Monitor user activity within CMMSGo SaaS with employee logs history. This can help identify access patterns and potential security concerns.
• Bulk Actions:Save time with bulk actions. Import new employees from a CSV file for efficient onboarding, or delete multiple employees from the system when necessary.

7.2 User Management:

• New Employee Creation:Add new team members to the system quickly and easily.
• Password Resets and Login Management:Reset employee passwords if needed, or disable logins for inactive or departing staff members to maintain data security.

7.3 Client Management:

The staff also offers dedicated functionalities for managing your client base:

• Client Directory:Maintain a central repository of all your client information. This includes contact details, communication history, and project associations.
• Client Details & Editing:You can access and edit individual client profiles like employee management. Update contact details, assign dedicated account managers, or categorize clients based on industry or project type.

7.4 Client User Management:

• New Client Contact Creation:Add new client contacts to the system, ensuring you have complete information for all relevant personnel at each client organization.
• User Access Control:Manage client user access within CMMSGo SaaS. Grant or restrict access to specific features and functionalities based on individual roles within the client organization.

8.1 Viewing the List of Locations

On the Location page, you’ll see a detailed list of all existing locations. Each entry displays key information, including the location name and address, providing a clear overview of your operational sites. This organized layout ensures that all location details are easily accessible at a glance.

8.2 Creating New Locations

To add a new location, click the “+” button at the top of the page. A form will appear, prompting you to enter the location’s name, address, and any other relevant details. Once completed, the new location will be added to the list, making it available for further actions or management.

8.3 Action Column Features

The Action Column next to each location entry provides several convenient options:

• Submit Work Request:Quickly submit a new work request for the selected location with just one click.
• Copy Location Link:Generate and copy a unique link for the location to share or use externally.
• Edit Location:Update any details of the location, such as its name or address, as needed.
• Delete Location:Remove a location from the system permanently if it’s no longer required.

8.4 Efficient Location Management

The Location is designed to simplify the process of managing multiple sites. Whether you need to create new locations, update existing ones, or handle work requests, this provides intuitive tools to keep your operations organized and efficient.

9.1 Work Order Page

The Work Order Page in CMMSGo provides all the tools you need to create, manage, and track work orders efficiently. From creating new work orders to viewing and editing existing ones, this page ensures a smooth and intuitive process for handling maintenance tasks.

9.2 Top Action Buttons

At the top of the Work Order Page, you’ll find three key buttons:

• Calendar View:Access a calendar layout where your work orders are visually highlighted based on their due dates. This view helps you plan and prioritize tasks effectively.
• Import Work Orders:Easily import bulk work orders into the system using this feature, saving time and ensuring consistency.
• Create Work Orders:Click this button to initiate a new work order.

9.3 Creating Work Orders

When creating a work order, you’ll be prompted to enter the following details:

• Select Asset: Choose the relevant asset from the dropdown list.
• Work Order Name:Provide a descriptive name for the work order.
• Priority:Set the priority level (e.g., High, Medium, Low) to indicate urgency.
• Due Date and Time:Specify when the work order is expected to be completed.
• User:SAssign the work order to a specific user or team member.
• Instructions:Include any additional instructions or notes for the task.
• Tags:Add relevant tags to categorize or search for the work order later.

Once the form is completed and submitted, the new work order will be added to the system.

9.4 Work Order List

After creating work orders, they appear in a comprehensive list on the Work Order Page. Each entry displays key details, such as:

• Work Order ID:A unique identifier for each work order.
• Work Order Name:The task name.
• Priority:The priority level set for the work order.
• Instructions:A summary of any notes or directions provided.
• Status: The current status of the work order (e.g., Open, In Progress, Completed).

9.5 Action Column

In the Action Column, you’ll find options to manage each work order:

• View:Open the full details of the work order to review instructions or status.
• Edit:Update any information about the work order, such as due dates or assigned users.
• Delete:Remove a work order if it is no longer needed.

9.6 Streamlined Work Order Management

The Work Order Page is designed to make managing tasks effortless. Whether you’re planning tasks with the calendar view, creating detailed work orders, or tracking their progress, CMMSGo ensures a seamless workflow for all your maintenance needs.

10.1 Top Action Buttons

At the top of the Assets Page, you’ll find three key buttons to help manage and organize your assets:

• Print Barcode: Quickly generate and print barcodes for your assets to facilitate easy identification and tracking.
• Barcode Settings:Customize your barcode setup by selecting the appropriate barcode type and format based on your needs. This ensures compatibility with your existing systems and processes.
• Create Asset:Add a new asset to your system by clicking the Create button.

10.2 Creating a New Asset

When creating a new asset, you’ll need to input detailed information to ensure accurate tracking and management. The form includes fields for:

• Asset Name: A descriptive name for the asset.
• Asset Thumbnail:Upload an image for easy visual identification.
• SKU:Specify the stock-keeping unit for inventory management.
• Asset Tag:Assign a unique tag to the asset for tracking purposes.
• Category:Select the appropriate category for the asset.
• Assigned Date:Record the date the asset was assigned or added to the system.
• Description:Provide additional details about the asset.
• Link:Include any relevant links for further reference.
• Model and Brand: Specify the model and brand of the asset.
• Operating Hours:Log the operating hours for maintenance tracking.
• Original and Purchase Cost:Record the asset’s original and purchase costs for financial documentation.
• Serial Number:Enter the asset’s serial number for identification.
• Service Cost:Note any costs associated with the asset’s servicing.
• Warranty Expiration Date:Include the warranty expiry date for timely renewals or claims.
• Warranty Document:Upload relevant warranty documentation for quick access.

Once all the details are filled out, the asset will be added to the system and displayed in the asset list.

10.3 Viewing the Asset List

The list on the Assets Page provides a detailed overview of all your assets, including essential information such as their name, SKU, category, assigned date, and costs. This centralized view ensures that all assets are easily accessible and organized.

10.4 Action Column Features

In the Action Column, you’ll find tools to manage individual assets effectively:

• View:Open the full details of the asset, including its description, warranty information, and operating hours.
• Edit:Update any asset information, such as costs, assigned dates, or descriptions, to keep records accurate.
• Delete:Remove an asset from the system if it is no longer in use or relevant.

10.5 Streamlined Asset Management

The Assets Page is an essential tool for maintaining an organized record of your assets. With barcode integration, detailed asset creation, and a user-friendly list view, CMMSGo SaaS simplifies asset tracking.

11.1 Creating New Parts

Adding a new part is straightforward. Use the Create button to open the part creation form. Here, you can input all necessary details about the part, such as its name, description, and any other relevant information. Once the details are entered and saved, the part will be added to your system and displayed in the parts list.

11.2 Viewing the Parts List

The parts list provides a clear overview of all the parts in your system. Each entry includes essential details, making it easy to identify and manage your inventory. This centralized view ensures that all parts are accessible and organized for efficient workflow management.

11.3 Managing Parts

The Action Column next to each part in the list provides tools for effective management:

• View: Access detailed information about the part, including its description and any associated data.
• Edit: Update any information about the part as needed, such as specifications or descriptions.
• Delete: Remove a part from the system if it is no longer required or in use.

and ensures you have all the necessary information at your fingertips.

12.1 Creating New PMs

To add a new preventive maintenance task, use the Create button on the PMs Page. Fill out the required details, such as the task name, schedule, assigned user, and any specific instructions. Once saved, the new PM will appear in the list, ready for tracking and management.

12.2 Viewing the PMs List

The PMs list provides an organized view of all scheduled preventive maintenance tasks. Each entry includes key details, such as the PM name, schedule, and assigned user, making it easy to monitor and manage upcoming tasks.

12.3 Managing PMs

In the Action Column of the PMs list, you’ll find tools to manage each preventive maintenance task:

• View: Access the full details of the PM, including schedule and instructions.
• Edit: Update any information about the PM, such as its schedule or assigned user, to keep the plan up to date.
• Delete: Remove a PM from the system if it is no longer required or has been completed.

13.1 Creating New Vendors

To add a new vendor, use the Create button on the Vendors Page. Fill out the necessary details, such as the vendor’s name, contact information, and any additional notes. Once saved, the vendor will be added to the list for easy reference and management.

13.2 Viewing the Vendors List

The Vendors Page displays an organized list of all your vendors, including their names, contact details, and other relevant information. This centralized view ensures you can quickly locate and manage vendor information as required.

13.3 Managing Vendors

In the Action Column of the vendors list, you’ll find options to manage each vendor effectively:

• View:Access the complete details of the vendor, including contact information and notes.
• Edit:Update vendor information, such as their contact details or associated notes, to keep records accurate.
• Delete:Remove a vendor from the system if their services are no longer required.

13.4 Effortless Vendor Management

The Vendors Page provides all the tools you need to manage vendor relationships efficiently. With features to create, view, edit, and delete vendor details, CMMSGo ensures seamless integration of vendor management into your maintenance workflow.

14.1 Managing Parts and Services

The POS Page enables you to manage both parts and services efficiently:

• Parts:Quickly add or select parts from your inventory for sales transactions. Update quantities, apply discounts, and ensure accurate billing for parts.
• Services:Manage service-based transactions by selecting predefined services or adding custom ones. Set rates, durations, and other relevant details to provide clear and transparent pricing.

14.2 Creating Transactions

Using the POS Page, you can create transactions by adding parts and services to the bill. Customize each transaction by adjusting quantities, applying discounts, and including any additional notes. This flexibility ensures accurate and tailored billing for every customer.

14.3 Comprehensive Overview

The POS system provides a detailed view of all transactions, including the itemized list of parts and services, total amounts, and payment status. This organized view helps you track and manage your sales and service operations effectively.

14.4 Streamlined Sales and Service Management

With its intuitive interface and robust features, the POS Page simplifies the management of both parts and services. CMMSGo ensures you can handle transactions efficiently, improving customer satisfaction and operational efficiency.

18.1 Settings Module

The Settings Module in CMMSGo is your central hub for configuring and customizing the system to suit your operational needs. This module provides a comprehensive range of options to manage key aspects of your platform, ensuring smooth and efficient functionality.

18.2 Brand Settings

Configure your brand’s identity by updating logos, company name, and other branding elements. This ensures a consistent and professional appearance across the platform, aligning with your organization’s image.

18.3 System Settings

Adjust core system configurations, including default time zones, date formats, and language preferences. These settings ensure that the platform operates seamlessly in accordance with your organizational requirements

18.4 Email Settings

Set up and manage email-related configurations, including SMTP details, ensuring that all system-generated emails are sent and received without any interruptions.

18.5 Email Notification Settings

Enable or disable specific email notifications to keep your team informed about important activities. Customize which events trigger notifications, ensuring effective communication without unnecessary clutter.

18.6 Google Calendar Settings

Integrate your Google Calendar to sync tasks and events effortlessly. This feature allows you to keep your schedules aligned, making it easier to manage appointments and deadlines.

18.7 Webhook Settings

Configure webhook integrations to connect CMMSGo with external systems or applications. This ensures real-time updates and enhanced interoperability, enabling seamless data flow across platforms.

With these powerful settings, CMMSGo provides a flexible and adaptable environment, empowering you to tailor the system to your specific needs.