Maintenance Stages

This video illustrates how to customize the Maintenance Pipeline by defining stages that match your business’s specific equipment repair and upkeep workflow.

• The Kanban View: The video starts by showing the Maintenance dashboard, where requests are organized into columns representing different stages like “New,” “In Progress,” and “Repaired.”
• Customizing Stages: The video demonstrates how to add a new stage (e.g., “Waiting for Parts”) by clicking the “+” icon. This allows for a more detailed tracking of bottlenecks.
• Automated Transitions: The video explains how dragging a request from one stage to another can trigger specific actions, such as notifying the equipment owner or logging a completion date.
• Reporting by Stage: The summary highlights how managers can use these stages to generate reports, identifying which part of the maintenance process takes the most time and needs improvement.