Getting Started Guide – Mainsaver Cloud Free Trial

Getting Started 1.1 – Logging In

Tip – Look for an email with the subject line: Login credentials – Mainsaver Cloud Trial with your password and unique login address for your instance. You will need that unique login address each time you use Mainsaver Cloud. You cannot bookmark it from the app itself. Instead, copy it from the login credentials email to your list of bookmarks.

Getting Started 1.2 – Changing Your Password

Tip: After logging in for the first time you should secure your user information by changing your password.

Getting Started 1.3 – Adding Users

Tip: You can have up to 5 users in your trial – so be sure to include any team members you want to help with your evaluation.

Getting Started 2.0 – The Dashboard

Tip: Your trial is preloaded with a small amount of sample data to make it easy to see how Mainsaver Cloud works. The Dashboard displays an overview of the sample data, as well as any data you add yourself.

Getting Started 3.0 – Queries

Tip: Mainsaver’s query tools give you complete visibility into assets and work order history, inventory management, cost trends, and more. This video will demonstrate how to use queries in the assets module, but the same procedures apply to every module with a main grid. Custom queries are easy to make, and can be shared and exported to make reports available to anyone.

Getting Started 4.1 – Creating Assets

Tip: Assets represent physical resources owned by the company, such as buildings, vehicles, or equipment. You can create a new asset either from scratch or as a duplicate of an existing asset. When it comes to maintenance, a picture is worth one thousand words, so upload a photograph of the asset to display in the detail tab.

Getting Started 4.2 – Creating Work Orders and Work Requests

Tip: There are several ways to create new work requests, but one of the fastest is to start with the asset that needs maintenance. Simply select the asset, enter a title, the description and the priority for your request and save. The process for work orders is just as easy. After you’ve saved a work order, you can navigate through additional tabs to further plan the work order, add additional information and upload documents.

Getting Started 4.3 – Approving Work Requests

Tip: Work requests require approval to become work orders. Mainsaver makes it easy to notify the person making the request by email when you give your approval. You can also make any necessary modifications to the work order as part of this step.

Getting Started 4.4 - Completing and Closing Work Orders

Tip: Open work orders can have time, materials, and services charged to them, parts issued to them from the parts master module, and job plans filled out. After fulfillment of the necessary work, you should close a work order to prevent further actions from taking place. You can complete and close work orders while editing them, or you can select multiple work orders to complete and close at once. 

Getting Started 5.1 – Creating Preventive Maintenance Master Records

Tip: PM master records serve as templates used for planning, scheduling, and tracking preventive maintenance work orders. Start by selecting the asset and the frequency of PM. Add a description and some other basic information, then save. After saving, you can freely navigate between the tabs to plan necessary tasks, services, and materials. For example, you can use the labor tab to plan craft times.

Getting Started 5.2 – Generating Preventive Maintenance Work Orders

Tip: Once created, PM master records can generate recurring preventive maintenance work orders. You can select individual PMs from which to generate work orders, or choose to process all the PMs and generate every PM work order that is due with one click.

Getting Started 6.1 – Creating Purchase Orders

Tip: Purchase orders provide a way to plan for incoming maintenance materials and services before receiving them. They can be generated from requisitions and quotes, but you can also create them directly in the purchase orders module. If you are re-ordering parts, you can quickly add them to a purchase order by selecting a stock number. All the relevant data from the selected part will automatically carry over to the line item in your PO.

Getting Started 6.2 – Receiving Purchase Orders

Tip: Mainsaver helps you keep track of your inventories as spare parts are received and used. You can receive materials and services either from existing purchase orders or directly from the material-services receiving page without needing to create an order first.