Onboarding & Getting Started

Overview

New customers can configure their entire workspace independently using our built-in checklist guide, realistic demo data, and Excel import tools.

The 4-Step Checklist Guide

When a new administrator logs in for the first time, the Workspace Setup Guide opens automatically:

1. Step 1: Buildings & Properties: Register the physical sites, blocks, and addresses for your properties.
2. Step 2: Users & Team: Invite managers, dispatchers, technicians, and contractors with appropriate role permissions.
3. Step 3: Equipment & Assets: Add your technical machinery, elevators, heating systems, and generate QR code labels.
4. Step 4: First Work Order: Dispatch your first maintenance order to test the end-to-end workflow from creation to completion.

Access the checklist guide at any time from Admin → Getting Started Guide or at /cmms/guide.

Demo Data for Testing

Want to explore the platform before loading your real properties?

1. Open CMMS → Onboarding → Demo Data & Excel Import at /cmms/onboarding/data.
2. Click Load demo data.
3. A realistic sample environment is created: a sample residence, two buildings, four active assets, and two published inspection procedures.
4. When you are ready to enter your real data, click Remove demo data to cleanly remove all sample records in a single click without affecting your real entries.

Excel Migration Templates

For existing portfolios with hundreds of assets:

1. Download our preformatted Excel templates for Equipment and Procedures from /cmms/onboarding/data.
2. Copy your existing data into the template columns.
3. Upload the spreadsheet. The system validates every row, highlights errors with line numbers, and creates all valid records immediately.

Best Practices

• Start by loading demo data to familiarize yourself with the interface, then remove it once you are comfortable.
• Complete the 4 checklist steps in sequence for the smoothest setup experience.