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Limble Self-Implementation Guide
Limble Self-Implementation Guide

A Beginner's Guide to Implementing Limble

Ty Houy avatar
Written by Ty Houy
Updated over a week ago


The process for implementing Limble will vary for each company. However, there is a general flow that works best for most of our customers:

  1. Add assets

  2. Provide the work request (ticketing) link to coworkers

  3. Set up users

  4. Train your team to complete work

  5. Set up preventative maintenance tasks (PMs)

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

(Note: Premium + and Enterprise customers can work with their dedicated Customer Success Manager to begin implementing Limble in their organization.)

Table of Contents

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, this video about how to import assets 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 are 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, this video will teach you how to do a team training.

Set Up Preventative 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, Sunday 4pm - Friday 6pm MT.

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