Overview

Welcome to Limble! This article will help you learn how to navigate the Limble software. We’ll also provide resources and recommendations as you’re just getting started.

Table of contents

General Navigation

Resources & Recommendations

General Navigation

Limble is designed with customers like you in mind. We’ve crafted our software to be as easy to use as possible, so you can focus less on learning how to use Limble and more on the work that matters.

Navigation Pane

From the desktop app, you’ll find most of what you’re looking for from the navigation pane on the left side.

(Note: because of user permissions within Limble and account plans, some pages and settings may not be accessible to all users.)

We’ll detail things here in order from top to bottom:

  1. The Quick Start Guide page is our self-implementation guide for beginners who want to start using Limble’s software within their organization.

  2. The Global Dashboard page is a bird’s eye view of the work happening across your organization. It includes topline information about your location(s), open maintenance tasks, operating costs, maintenance performance and employee performance.

  3. Custom Dashboards are configured and customized by you and your team to look at specific data points.

  4. Locations are where you’ve housed your assets. If you have more than one location within your organization, you will find all of them here. Within each location, you’ll find the following:

    1. Manage Work includes all PMs (planned maintenance), WOs (work orders) and tasks.

      1. Within this section, Limble has additional views of your team’s work by Open Tasks and Completed Tasks.

    2. Assets includes all assets associated with a location.

    3. PMs is where your PMs and PM templates live.

    4. Parts includes all parts associated with a location.

    5. Teams is where you can organize your users into teams. For example, you can organize your users by function: plumbers, electricians, etc.

    6. Vendors is where your vendors live. This includes vendors who sell product to you or provide services for your organization.

    7. Purchasing is where POs (purchase orders), bills and budgets live.

      (Note: purchasing is available at the Business Plus and Enterprise levels.)

  5. The Users page is where you can manage all users within your Limble account. Here you can configure user notifications, roles, and activity.

  6. The Manage Locations page is where you can manage the basic and advanced settings of your locations. If you have more than three locations, you will also be able to configure regions to nest locations within those regions.

  7. The Set Up Work Requests page is where you can manage and customize work request portals.

  8. The Maps page allows you to link your assets and tasks to a location on an interactive map, which is a great visual tool to see where your assets and tasks are located across locations.

  9. The Settings page is where you can manage settings for your user’s roles and for your entire account.

    1. Roles is where to create and manage permissions for the roles within your Limble account.

    2. Configuration is where to manage settings for your entire Limble account.


Tool Bar

The tool bar at the top of your homescreen includes additional resources and functions.

  1. The magnifying glass icon is the global search function, which allows you to search and filter all tasks, PMs, assets, parts, vendors, and POs across your entire account.

    (Note: you can quickly access global search with the shortcut CTRL + Shift + F for PC users and CMD + Shift + F for Mac users.)

  2. The question mark icon will take you to our Limble Help Center, which is where you’re probably reading this article!

  3. The “Getting Started” button will take you to a library of video tutorials to help you get going as a new Limble user.

  4. The language icon allows you to choose from one of the 16 languages Limble offers.
    (Note: language settings apply only to the application, not to comments or messages users input themselves.)

  5. The refresh icon will allow you to refresh your data in real time. You can configure auto refresh to happen in 5, 15, 30, or 60 minute increments.

  6. The bell icon is where you’ll find your notifications and notification history.

  7. Finally, you’ll find your account information under your name. Here you’ll find your profile settings, account and billing settings, and password settings. You can also give our product team feedback at our Product Feedback Board and find our Help Center (again, you’re already here now!)


Resources & Recommendations

If you’re new Limble, we recommend using our self implementation guide to get started. The guide walks you through the best way to set up your account and users.

Our Help Center - where you are right now - includes resources on all things Limble. Take a look around and learn how to use both basic and advanced functions within Limble.

Finally, our YouTube channel hosts a ton of video tutorials to watch on the go. This is a great place to visit if you’re looking for additional support and recommendations to make the most of your Limble account.

Related Articles

Self Implementation Guide

Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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