SAIM Features
CMMS Platform Features (34)
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.
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.
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.
Materials Management
Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.
Equipment Breakdown Reports
Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.
Approval Management
Create approval workflows to streamline the approval of work order or material purchase requests.
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.
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.
Vendor Management
Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.
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
Asset Definition (4)
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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 (5)
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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
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.
Maintenance (5)
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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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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 (12)
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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.
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
Monitoring (3)
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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.
Contract & Warranty (1)
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SLAs
Comply with the service level agreements (SLAs) included in contracts.
Analytics (5)
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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.
Monitoring
Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
Generate nonconformance records and reports for defective products or noncompliance.
Integration (3)
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ERP
Provide integration with ERP systems
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CAD & PLM
Provide integration with CAD and PLM software
Asset Accounting
Manage adding fixed assets to proposed budgets
Digital Twin Creation (4)
Modeling
Create realistic models of physical assets.
Interface
Provides a functional, intuitive interface for building digital twins.
Tools
Has a variety of tools and features to enhance model designs.
Templates
Offers pre-built templates for digital twins based on accurate models of physical assets
Process Simulation (4)
Workflows
Allows for simulation of real-life data flows and processes involving other systems
Interactivity
Interact with specific components within simulations.
Events
Simulate various potential events related to specific assets and processes.
Analytics
Offers data and visualizations for asset performance, output, and resource usage.
Condition Monitoring (9)
Predictive Inspection
Perform inspections and testing while the equipment is in service
Monitoring
Gather data about equipments and their environmental characteristics such as temperature or humidity.
Condition-Based Maintenance
Define and implement maintenance schdules based on real ime data and precitive analysis.
Asset Types
Monitor cvarious type of assets such as equipment, facilities, or networks
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)
Failure Detection
Perform diagnostics and compare with historical failure data
Source Identification
Allow users to find the sources of failure patterns and anomalies.
Proactive Alerts
Notify users when there is a risk of failure or malfunction
Analysis & Insights (3)
Root Cause
Identify the root cause of equipment failures
Recommendations
Recommend preventive actions to to address issues before they occur.
Systemic Risks
Identify risks that may impact asset performance accross multiple locations.
Execution (6)
Sampling
Identify and track material samples for inspection or re-inspection.
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Data Capture
Capture inspection data including photos and video, both online and offline.
Reports
Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
Allow users to create ad-hoc or unplanned inspection tasks.
Real-Time Data
Receive data and information in real time
Planning (5)
Checklists
Ability to create configurable forms and checklists to capture inspection information.
Approvals
Ability to define criteria and workflows to approve or reject inspection tasks.
Scheduling
Organize inspection tasks based on constraints such as inspector availability.
Procedures
Allow users to create procedures and workflows for multiple types of inspections.
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Agentic AI - Predictive Maintenance (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Enterprise Asset Management (EAM) (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (160)
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
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Access
Access software remotely via mobile devices
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
API
Application programming interface that allows for integration with other systems/databases
Dispatch Management
Manage sending personnel and resources to a site as needed
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Report Templates
Sample of reports that could be customized as needed or used as is
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Equipment Tracking
Track the location of specific equipment at all times
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Failed Inspection Tracking
Track and store information regarding failed inspections
Document Management
Store, manage, and track all electronic documents in a centralized location
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Real-Time Updates
Receive system updates as soon as any changes are made
Task Management
Create, manage and track all task activities and progression
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
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Inventory Control
Monitor product stock levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Risk Assessment
Initiate collection and analysis of known risks
Electronic Signature
Digitally sign online documents
Incident Management
Manage and track all disruptions and incidents
Code Enforcement
Ensure all properties are adhering to government and legal codes
Forms Management
Store, manage and track all forms in a centralized location
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
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
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.
Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.