1. Machine Maintenance (CMMS)
  2. Start your maintenance operating cycle
Get started

Get Machine Maintenance (CMMS) running in four steps.

Set up the pilot equipment and rehearse a repair from request through accepted service.

  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 Machine Maintenance (CMMS). It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Machine Maintenance (CMMS) 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, then use Proto to configure Machine Maintenance (CMMS) for your business. Name the Maintenance Manager who will coordinate the pilot and identify the Technician and Maintenance Reviewer who will rehearse the work. Agree the account-to-person mappings before assigning maintenance.

Prepare the first operating cycle

Bring the asset details for a machine the team can inspect, a preventive plan with its next due date and a corrective task with a known outcome. Check the part catalog and unit for any item the task consumes. Agree the permit type and validity window with the Maintenance Manager.

Rehearse the requested job through permit approval and scheduling. Have the Technician record labor and consumption, then submit inspection. Ask the Maintenance Reviewer to assess the exact evidence and accept the eligible result. Inspect the service history and next due date together.

Review before release

Repeat the start action with an expired permit and verify that it cannot advance the job. Re-run a due-plan cycle and check that the original preventive request remains without duplication. Confirm that the wrong person cannot approve the submitted work by editing its status.

Resolve the pilot’s access, date and purchasing decisions before adding more equipment. Follow the implementation phases and use the data model to prepare related records in the right order.

Set up Machine Maintenance (CMMS) your way.

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

How to get started