Introduction

This article will walk you through the steps of quickly setting up your Limble account and training your team on using the Limble software.

Note: Limble would like to help you set up your account for free. Limble does this by providing a Customer Success Manager (CSM) to each Limble customer. If you do not know who your CSM is, you can ask us using the chat feature in the bottom-right corner of your screen.

Overview

The process for implementing Limble will vary for each company. However, there is a general flow that works best for 95% of companies.

  1. Add Assets

  2. Set up Users

  3. Train Team to Completing Work

  4. Set Up Preventive Maintenance (PMs)

Note: You can change the order to fit the needs of your company.

Add Assets

Watch this Add Asset Video for information regarding how to add your first Asset.

The video above will show you how to add your assets into Limble. However, if you already have a spreadsheet with your assets, the Import Assets from Excel article will walk you through that process.

Keep in mind that it will be easy to modify and add to the information that you put into Limble. Don't try to put in every detail about your assets from the beginning. It is more efficient if you get basic asset information in the program to begin with and move to the next step. You can always add more information later on.

Provide Work Request (Ticketing) Link to Coworkers

Limble provides a Work Request Portal where people can submit maintenance tickets. After setting up your assets, most companies set up the Work Request portal.

This video will teach you the basics of setting up your Work Request portal and will teach you some maintenance best practices.

Allowing people to submit Work Requests can be one of the fastest ways to see the benefits of using Limble. You will be able to easily manage all of the Work Requests that get reported.

Set Up Users

Now that people will be submitting Work Requests, it is time to add your maintenance team members to Limble. Watch this User Management video to learn how to do that.

Train Team to Complete Work

If you a manager and plan to assign tasks to your team, you will want to watch the Manage Work video.

To train your team members on completing work, you may want to ask them to watch this Mobile App video

Set up Preventive Maintenance Tasks (PMs)

To set up your recurring tasks, you will want to create PMs. Watch the PM Setup video to learn how.

Note: Creating Preventative Maintenance (PM) Schedules is one of the best ways to reduce maintenance costs. Many of our customers have found that proper PMs can reduce expenses by 40%. Limble has a Simple Guide to creating a PM plan for your Assets.

Need More Help? 

Need more help? Please reach out with any questions you may have using the chat button in the bottom right corner of your screen. We typically respond within 60 seconds during business hours.

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