Overview

The article below is useful for people who can implement Limble without help from team members. If you need help from your team or if you have a more complex setup process, we recommend downloading the Simple Implementation Worksheet to use as a guide for implementing Limble.

Table of Contents

  1. Set Up Users
  2. Provide Work Request (Ticketing) Link to Coworkers
  3. Train Team to Complete Work
  4. Add Inventory
  5. Add Assets and PMs
  6. Need More Help?

Introduction

The process for implementing Limble will vary for each company. However, there is a general flow that works well for most companies. This document outlines that flow. You can change the order to fit the needs of your company.

Set Up Users

Before you can start using Limble, your team will need to have their own Limble accounts. Users can be added using the "Add User" button under the "Manage Users" tab. 

You will be prompted to add that User's information, assigned role, and assigned location.

For more information, watch the User Management video.

Provide Work Request (Ticketing) Link to Coworkers

Limble provides a Work Request Portal where people can submit maintenance tickets. 

You can find the Work Request Portal URLs and QR codes under the "Setup Work Requests" tab. 

You can fill out and submit a Work Request Ticket using these links.

Allowing people to submit Work Requests can be one of the fastest ways to see the benefits of using Limble. Some of the benefits include saving time and managing your maintenance more easily. 

Save Time: You can attach images to tickets. Images can help you understand what the problem is before you see it in person. Additionally, you can know which Asset the problem may be associated with. 

Easier to Manage: Work Requests are visible anywhere and are conveniently stored in Limble. Work Requests can be prioritized so you know which ones you need to work on first.

Watch this video to learn more about the Work Request Portal. For an Overview of Work Requests, you can read our article Work Request Overview.

Train Team to Complete Work

If you are using the Work Request or Work Order Features, then your team members will now have Tasks to complete. 

The "Manage Work" tab is where you can see all open and assigned Tasks. Tasks are separated by the Users they are assigned to.

This Managing Work Video will walk you through the process of assigning and completing work. 

Add Inventory

Limble greatly improves how inventories are managed. On average, companies reduce their inventory spend by 17% when using the Limble Manage Parts feature. 

Click the "Add a Part" button under the "Manage Parts" tab to add a part into your inventory.

 It is also possible to do a bulk upload using the "Import" button in the upper-right portion of the "Manage Parts" screen. 

If you have a list of replaceable parts and consumable supplies, then this Manage Parts Video will show you how to add them into Limble.

Add Assets and PMs

Assets and PMs can be added at any time, but the method detailed here is often the quickest way for more companies to get their information added.

Start with One Asset

It is best to choose a single Asset in Limble and enter all of the details before moving onto the next one. For most companies, there are Assets that are more critical to enter than others. Usually, these are the Assets that need the most maintenance or are most costly to repair. 

  • 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 90%. Limble has a Simple Guide to creating a PM plan for your Assets.

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

Create More Assets

Once you have put in all the information for your first Asset, you can duplicate it to create a similar Asset (see image below). This will copy all of the information fields and PMs. 

  • Note: The Duplicate Assets button is only visible in the List and Hierarchy views. This button is only visible once you hover your cursor over it.

The other option is to import your Assets from an Excel file using the import button.

Organize Assets in Hierarchy

Limble has a Hierarchy View were you can organize your Asset in groups or in Parent/Child Relationships. To organize your Assets under another Asset, click and hold the 4-way arrow button. Dragging the Asset over the name of the Parent Asset will nest the Asset underneath it. 

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.

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