1. Facility Maintenance Mgmt
  2. Get started
Get started

Get Facility Maintenance Mgmt running in four steps.

Set up a pilot asset and run one authorized work order.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Facility Maintenance Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Facility Maintenance Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Facility Maintenance Mgmt for your team. Identify the Maintenance Manager, Maintenance Planner, Permit Issuer, Technician and Parts Coordinator who will run the first case.

Prepare the first operating cycle

Choose an asset with a known tag and location. Add a team member, an available spare part and a realistic work request with an initial assignee. Set the preventive interval or condition limit if that asset needs one. Issue a valid permit, assign the order and have the technician record work. Post any consumed part against that order.

Review before release

Maintenance Manager reads the evidence and accepts the result. Check that the closed order, asset state and service history agree. Review the stock balance and the reorder result returned by the part posting action. Repeat the case with an expired permit and verify that scheduling is refused. Then add the next group of equipment.

Set up Facility Maintenance Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started