Smarter Week

How to automate it

How to automate “do and sign off planned maintenance checklists”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
30%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Open, update and close work orders on your phone

A mobile CMMS lets you see the job, the machine history, the manual and the PM checklist on your phone, and close it with a photo and a voice note. No paper tickets to type in later.

Typically saves about 45% of the time2 h to set up
  1. 1Get the mobile app for your CMMS (MaintainX, UpKeep, Fiix, Limble or your ERP's maintenance module).
  2. 2Attach manuals and drawings to each machine record.
  3. 3Close every job on the phone with parts used, a photo and a short note.
  4. 4Move PM checklists into the app so sign-off is a tap.

Tools: MaintainX, UpKeep, Fiix or Limble · SAP PM or IBM Maximo mobile

Quick wins

Have you tried…

Do you open and close maintenance work orders on your phone?
Maintenance apps like MaintainX, UpKeep or Fiix show the job, machine history and manual on your phone. You close the job with a photo and a quick note.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Maintenance technicians