Limble Features
CMMS Platform Features (34)
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Work Order Management
Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.
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Preventative Maintenance (PM)
Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.
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Predictive Maintenance (PdM)
Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts.
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Materials Management
Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.
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Equipment Breakdown Reports
Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.
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Approval Management
Create approval workflows to streamline the approval of work order or material purchase requests.
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Task Templates
Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed.
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Compliance Auditing
Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.
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Vendor Management
Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.
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Reporting & Dashboards
Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Document Management
Store, manage, and track all electronic documents in a centralized location
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Technician Management
Oversee technicians and track their assigned work orders
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Inventory Management
Track and manage inventory levels to maintain proper supply
Key & Lock Management
Establish procedures for monitoring locations of keys
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Job Management
Manage and track all job information and associated tasks
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Customizable Reports
Alter the layout and content of reports
For Mechanical Equipment
Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Dispatch Management
Manage sending personnel and resources to a site as needed
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contact Management
Manage, organize, and store contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Historical Reporting
Information, data and reports that are being tracked over time
Facility Management Platform Features (34)
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Maintenance Planning
Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.
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Facility Inventory Management
Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs.
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Vendor Management
Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance.
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Service Request Portal
Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.
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Green Building Operations
Monitor energy and water usage in buildings, use energy usage data to generate actionable reports, and forecast the performance of "green" initiatives to reduce energy costs, greenhouse gas emissions, and other associated waste.
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Reporting & Dashboards
Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.
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Facility Document Storage
Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.
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Mobile Field Access
Facilitate maintenance planning and task completion with mobile access to facility management tools.
Facility Asset Management
Manage and track high-value assets including office equipment, furniture & more
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Parts Management
Track parts inventory levels and manage re-stocking
Visitor Management
Allow organizations to streamline the check-in process for visitors.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Space Management
Manage occupancy and space utilization in facilities and buildings
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Materials Management
Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Document Management
Store, manage, and track all electronic documents in a centralized location
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Historical Reporting
Information, data and reports that are being tracked over time
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Asset Definition (8)
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Asset Register - Asset Tracking
Create a list of all the assets owed by a company.
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Relationships - Asset Tracking
Define relationships between various types of assets.
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Costs - Asset Tracking
Identify the value of each asset and keep it up to date.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Asset Register
Create a list of all the assets owed by a company.
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Relationships
Define relationships between various types of assets.
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Costs
Identify the value of each asset and keep it up to date.
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Types
Define and manage linear assets, facilities, and fixed assets
Asset Tracking (20)
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Location - Asset Tracking
Track asset locations using GIS and GPS technology.
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Status - Asset Tracking
Monitor the status of multiple types of assets.
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History - Asset Tracking
Maintain a history of adjustments made to assets.
Funding Source Tracking
Track the origins of funds to uphold compliance with grant requirements for use/disposal and to ensure future funding.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Returns Tracking
See what items have been returned
Equipment Tracking
Track the location of specific equipment at all times
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Mobile Time Tracking
Track the time and location worked by employees via mobile device
Fuel Tracking
Monitor and track fuel consumption and costs
Vehicle Tracking
Real-time vehicle tracking for monitoring location, route, speed, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Multi-Location
Manage and support multiple locations
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Location
Track asset locations using GIS and GPS technology.
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Status
Monitor the status of multiple types of assets.
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History
Maintain a history of adjustments made to assets.
Multi-Location
Manage and support multiple locations
KPI Monitoring
Tracking the status of previously identified performance measurements
Monitoring (7)
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Use
Monitor asset use across multiple locations and keep history.
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Reliability
Track asset reliability data such as downtime or idle time.
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Risk
Identify various types of risks such as non-compliance or safety violations.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Use
Monitor asset use across multiple locations and keep history.
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Reliability
Track asset reliability data such as downtime or idle time.
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Risk
Identify various types of risks such as non-compliance or safety violations.
Analytics (7)
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Dashboards
Deliver dashboards that display KPIs and live data.
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Performance
Analyze performance for individual assets, by category or location.
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Forecasting
Predict future trends and risks that may impact asset performance.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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Performance
Analyze performance for individual assets, by category or location.
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Budgeting/Forecasting
Create budgets based on historical data and future projections
Task Tracking (3)
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Activity Feed
Provides a live feed that updates when the status of a task has changed.
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Task Schedules
Organizes tasks for different checklists into a daily, weekly, or monthly schedule
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Comments
Allows users to comment on tasks or checklists.
Checklist Options (3)
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Templates
Provides pre-made templates for specific types of procedures and processes.
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Native Forms
Natively provides an online form builder option.
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Downloadable Manuals
Allow users to download a manual or checklist as a PDF, image file, etc.
Software Availability (4)
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Integrations
Integrates with other outside software.
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Permissions
Allows administrators to set permissions on editing rights, specific checklists, etc.
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Mobile Application
Software is available as a mobile application.
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Desktop Application
Software is available either in-browser or as a downloadable software application.
Inventory (3)
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Locations
Track inventory of assets accross multiple locations.
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Spare Parts
Manage the inventory of spare parts needed for maintenance.
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Valuation
Calculate the value of the inventory of assets and spare parts.
Depreciation (4)
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Methods
Support multiple depreciation methods such as straight-line and annuity.
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Asset Value
Calculate the value of assets at each stage of their lifecycle.
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Taxes
Manage tax deductions and capital allowances for fixed assets.
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Decomissioning
Track the costs of retiring assets when they become obsolete.
Maintenance (6)
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Inspections
Plan inspections to monitor the status or equipment and fixed assets.
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Planning
Schedule maintenance activities based on asset type, usage, and warranties.
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Predictive
Provide features for predictice maintenance operations.
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Corrective
Allows users to perform corrective maintenance activities.
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Unplanned
Ability to manage unplanned maintenance tasks.
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Optimization
Identify opportunities to optimize asset use and maintenance operations.
Field Service (13)
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Planning
Assign human and material resources to maintance tasks.
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Tracking
Monitor field activities such as installation, maintenance, or callibration.
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Client Communications
Allows field workers and their supervisors to communicate with customers.
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Asset Planning
Manage, prioritize and plan for capital expenses
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Activity Tracking
Track and document all activities across devices, networks, and other systems
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Equipment Tracking
Track the location of specific equipment at all times
Contract & Warranty (3)
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Contracts
Define and manage maintenance contracts for various types of assets.
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Warranties
Manage warranties, related maintenance operations, and costs.
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SLAs
Comply with the service level agreements (SLAs) included in contracts.
Integration (4)
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ERP
Provide integration with ERP systems
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CAD & PLM
Provide integration with CAD and PLM software
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Accounting
Provide integration with accounting solutions
Asset Accounting
Manage adding fixed assets to proposed budgets
Condition Monitoring (9)
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Predictive Inspection
Perform inspections and testing while the equipment is in service
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Monitoring
Gather data about equipments and their environmental characteristics such as temperature or humidity.
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Condition-Based Maintenance
Define and implement maintenance schdules based on real ime data and precitive analysis.
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Asset Types
Monitor cvarious type of assets such as equipment, facilities, or networks
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IoT Monitoring
Use IoT to monitor assets accross multiple locations and work centers
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Detection & Identification (3)
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Failure Detection
Perform diagnostics and compare with historical failure data
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Source Identification
Allow users to find the sources of failure patterns and anomalies.
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Proactive Alerts
Notify users when there is a risk of failure or malfunction
Analysis & Insights (3)
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Root Cause
Identify the root cause of equipment failures
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Recommendations
Recommend preventive actions to to address issues before they occur.
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Systemic Risks
Identify risks that may impact asset performance accross multiple locations.
Agentic AI - Asset Tracking (1)
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Asset Performance Management (2)
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Predictive Maintenance (1)
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - SAP Store (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Facility Management (1)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Enterprise Asset Management (EAM) (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (247)
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Scheduling
Plan availability and assign specific time slots for tasks and resources
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Real-Time Data
Receive data and information in real time
Task Scheduling
Track and manage the scheduling of tasks
API
Application programming interface that allows for integration with other systems/databases
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Service History
Track work performed and resources used for past customers, sites, or assets
Equipment Tracking
Track the location of specific equipment at all times
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Document Storage
Store and organize documents in a centralized system
Multi-Location
Manage and support multiple locations
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Fields
Customize data fields to support various needs and use cases
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Inventory Control
Monitor product stock levels
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Resource Allocation
Assign available resources to various projects and tasks
Downtime Tracking
Track unplanned equipment or network failures
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Scheduling
Track and manage the scheduling of tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Predictive Maintenance
Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms
Facility Management
Manage the maintenance of building facilities
Historical Reporting
Information, data and reports that are being tracked over time
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Mobile Access
Access software remotely via mobile devices
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Software License Management
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Purchase Order Management
Create, send, and track purchase orders and their statuses
Document Management
Store, manage, and track all electronic documents in a centralized location
Asset Categorization
Organize assets into folders and subfolders or tag assets based on a custom file hierarchy
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
IoT Device Management
Organize, monitor, and remotely manage IoT devices
Energy Management
Track energy consumption and/or manage energy-saving measures.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Parts Management
Track parts inventory levels and manage re-stocking
Utilization Reporting
Track the frequency of asset usage
Inventory Management
Track and manage inventory levels to maintain proper supply
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Contract/License Management
Track, store, and access client contracts or licenses
Task Management
Create, manage and track all task activities and progression
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Reports
Alter the layout and content of reports
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Customizable Fields
Customize data fields to support various needs and use cases
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
KPI Monitoring
Tracking the status of previously identified performance measurements
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Loss Tracking
Track and/or analyze losses caused by asset downtime, process slowdowns, and other operational factors
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Downtime Tracking
Track unplanned equipment or network failures
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Benchmarking
Compare key metrics for the business against prominent players in the industry
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Real-Time Analytics
Analyze and gain insights into data in real-time
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Root Cause Analysis
Identify and analyse the reasons behind accidents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Historical Trend Analysis
Review data from past periods to reveal recurring tendencies
Customizable Reports
Alter the layout and content of reports
Workflow Management
Create, design and manage workflows for repetitive tasks
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Traceability
Track and document the history, application, or location of an item or activity
Data Import/Export
Import and export data to and from software applications
Status Tracking
Track the status over time for a request, process, asset, or transaction
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Data Visualization
Graphical representation of data
Utilization Reporting
Track the frequency of asset usage
API
Application programming interface that allows for integration with other systems/databases
Customizable Forms
Customize contracts and forms to collect specific information
Checklists
An itemized to do list that can be edited as tasks are completed
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
For Schools
Designed to be used by kindergarten, primary, middle, and senior secondary schools.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Commercial Properties
Designed to serve commercial properties
Residential Properties
For residential properties
Data Import/Export
Import and export data to and from software applications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Inventory Management
Track and manage inventory levels to maintain proper supply
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Assignment
Assign assets to users, job sites, and vehicles to ensure accountability
Asset Kitting
Bundle equipment together to rapidly perform actions across multiple assets
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Mobile Access
Access software remotely via mobile devices
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Shipping Management
Manage and track orders being shipped to customers
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
QR Codes
Matrix barcode that stores information
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Customizable Fields
Customize data fields to support various needs and use cases
Billing & Provisioning
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Software License Management
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Historical Reporting
Information, data and reports that are being tracked over time
Contract/License Management
Track, store, and access client contracts or licenses
Customizable Forms
Customize contracts and forms to collect specific information
Purchase Order Management
Create, send, and track purchase orders and their statuses
Data Import/Export
Import and export data to and from software applications
Disposal Management
Plan when and how to dispose of outdated or decommissioned assets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Complaint Monitoring
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Workflow Management
Create, design and manage workflows for repetitive tasks
Depreciation Management
Track and manage the decline in value of assets and plan for improvements
Dispatch Management
Manage sending personnel and resources to a site as needed
Territory Management
Organize customer data and accounts by user or geography
Routing
Plan daily routes to optimize employee scheduling and provide directions
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Geolocation
Determines the location of a device using GPS or an IP address
Driver Management
Track all personnel who operate company vehicles
Scheduling
Plan availability and assign specific time slots for tasks and resources
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Geofencing
Virtual perimeter for a real-world geographic area
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Transportation Management
Organize and track the physical movement of goods from one location to another
GIS Integration
Integration with geographic information systems
Geographic Maps
Visualize locations on a map
Real-Time Reporting
Active reporting of data and metrics
Employee Management
Track employee schedules, availability, and performance across projects and tasks
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Contract/License Management
Track, store, and access client contracts or licenses
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Task Scheduling
Track and manage the scheduling of tasks
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Customizable Fields
Customize data fields to support various needs and use cases
Scheduling
Plan availability and assign specific time slots for tasks and resources
Customizable Forms
Customize contracts and forms to collect specific information
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Purchase Order Management
Create, send, and track purchase orders and their statuses
Job Management
Manage and track all job information and associated tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Workflow Management
Create, design and manage workflows for repetitive tasks
Multi-Location
Manage and support multiple locations
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Equipment Tracking
Track the location of specific equipment at all times
Customizable Reports
Alter the layout and content of reports
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Management
Create, manage and track all task activities and progression
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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Technology Glossary Features
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Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure.
Move management is the process of planning and coordinating a relocation, most often an employee move. Learn its types, services, and benefits.
Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.
Maintenance planning is the process used to identify and resolve maintenance problems. Learn more about maintenance planning, the best practices to follow, and how businesses can develop an effective maintenance plan.




