Add Your First Facility

Adding a facility

A facility is a physical site, and every asset and work order ties back to one. Open Settings, Facilities and click New facility. Provide a Name people actually use, an Address (used for weather data and regional analytics), a Time zone (inherited from your org, affecting PM schedules and shift reports), and an optional Type for benchmarking. Facilities are intentionally light; detail lives in zones and assets.

Zones and structure

Zones are optional but powerful: rooms, floors, or production lines that make work order locations specific, drive heat-map dashboards, define technician coverage, and anchor QR-code scanning. You can nest zones, so refine depth over time. Rule of thumb: one facility per physical address with its own access, staff, or utility meters. Use zones, not separate facilities, to organize teams within one building. For mobile assets, create a Mobile or Fleet facility.

After setup

Facilities enable site switching in the top bar, import targets, the dashboard facility selector, weather alerts, regional benchmarks, and cost roll-ups. Set the time zone correctly the first time, since changing it later doesn't shift existing work orders. When available, upload floor-plan images or PDFs, then pin equipment and review detected room candidates if parsed floor plans are enabled.