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.
(Note: because of user permissions and pricing plans within Limble, some pages and settings may not be accessible to all users. To upgrade your account or learn more, reach out to our support team.)
Table of contents
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 Menu - Top
From the desktop app, you’ll find most of what you’re looking for from the navigation menu on the left side.
We’ll detail things here in order from top to bottom:
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.
Custom Dashboards are configured and customized by you and your team to look at specific data points.
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.
To edit location settings, click “Manage” next to the locations header.
The locations tab will not take you to a new page unless you select one of the following options below. To find these, expand your view with the caret icon.
Manage Work includes all PMs (planned maintenance), WOs (work orders), and tasks.
Within this section, Limble has additional views of your team’s work by Open Tasks and Completed Tasks. Limble users can also submit work requests here.
Manage Assets includes all assets associated with a location.
Manage PMs is where your PMs and PM templates live.
Manage Parts includes all parts associated with a location.
Manage Teams is where you can organize your users into teams. For example, you can organize your users by function: plumbers, electricians, etc.
Manage Vendors is where your vendors live. This includes vendors who sell products and parts, or provide services for your organization.
Purchasing is where POs (purchase orders), bills and budgets live.
The Users page is where you can manage all users within your Limble account. Here you can configure user notifications and roles.
The Setup Work Requests page is where you can manage and customize work request portals.
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.
The Settings page is where you can manage settings for your user’s roles and for your entire account.
Configuration is where to manage settings for your entire Limble account.
Roles is where to create and manage permissions for the roles within your Limble account.
Manage SSO is where you can configure SSO for your Limble account.
Navigation Menu - Bottom
The megaphone icon will show you what’s new in Limble, including newly released features, product improvements, and more.
The bell icon is where you’ll find your notifications and notification history.
Finally, you’ll find your account information under your name. This section includes:
Edit Profile is where to update your profile picture, user information, language preferences and more.
Change Password does just as it sounds - update your password here!
Account and Billing is where to find your account and payment information for your Limble subscription.
Product Feedback Board is where you can give our product team feedback about how we can improve your experience with Limble.
Help Center is our library of help articles (you’re here now!)
Cache Files will allow you to store files in a way to makes Limble run faster.
Tool Bar
The tool bar at the top of your home screen includes additional resources and functions.
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.
The rocket icon opens the getting started window, which includes a library of video tutorials to help you get going as a new Limble user.
The question mark icon will take you to our Limble Help Center, which is where you’re probably reading this article!
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.
Follow Along with the YouTube Tutorial
Related Articles
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.