"How To" Guides

Archive Users

Learn how you can archive users that no longer need access to FlowPath.

Written by Brandon Cummings
Updated over a week ago

Asset Reservation Calendar Overview

Written by Brandon Cummings
Updated over a week ago

Group PM Schedules

Configure group PM schedules using equipment categories for equipment measured by units of time.

Written by Brandon Cummings
Updated over a week ago

FlowPath - Global Search

Brief overview of our Global Search functionality.

Written by Brandon Cummings
Updated over a week ago

Events Settings

Customize your public calendar settings for Events.

Written by Brandon Cummings
Updated over a week ago

Inspections

Trigger Work Orders with Inspection Items

Written by Brandon Cummings
Updated over a week ago

Events Public Calendar

Learn how someone can easily see and request events using the public calendar.

Written by Brandon Cummings
Updated over a week ago

External Access Settings

Learn more about public forms that you can customize

Written by Brandon Cummings
Updated over a week ago

Sync Google and Outlook Calendar

Easily sync all scheduled work orders with your calendars

Written by Brandon Cummings
Updated over a week ago

Tracking Labor Hours

Easily track the amount of hours worked on a work order

Written by Brandon Cummings
Updated over a week ago

Preventive Maintenance Checklist

Create a PM Checklist Template to copy to multiple PMs

Written by Brandon Cummings
Updated over a week ago

Reset your password

How to easily and quickly reset your password

Written by Brandon Cummings
Updated over a week ago

Online Form, Text, Call, Email To Create Work Orders

Using your custom FlowPath phone number or email, you can text, call, or email FlowPath to create work orders

Written by Brandon Cummings
Updated over a week ago

Work Order Priority Level

Learn how to set a priority level on a work order

Written by Brandon Cummings
Updated over a week ago

Work Order Categories

Learn how to create and manage work order categories.

Written by Brandon Cummings
Updated over a week ago

Equipment & Asset Management

Learn how to manage equipment and assets easily in FlowPath

Written by Brandon Cummings
Updated over a week ago

Changing Work Order Status

Learn how to easily change the status of a work order

Written by Brandon Cummings
Updated over a week ago

Printing QR Codes

Learn how to print inventory and equipment QRCodes in bulk

Written by Brandon Cummings
Updated over a week ago

Make bulk updates to work orders

Learn how to make changes to multiple work orders at once

Written by Brandon Cummings
Updated over a week ago

Assigning Vendors To A Work Order

Learn how to assign 3rd party vendors to a work order

Written by Brandon Cummings
Updated over a week ago

Inventory Adjustment Reports

Learn how to bulk change inventory using the adjustment reports

Written by Brandon Cummings
Updated over a week ago

Adding Watchers To A Work Order

Learn how to add groups of people that may be interested in the progress of a work order

Written by Brandon Cummings
Updated over a week ago

Adding Approver To Work Order

Learn how to add approver to a work order

Written by Brandon Cummings
Updated over a week ago

Organization Preferences & Customization

Learn how to customize custom fields on work orders and around the platform.

Written by Brandon Cummings
Updated over a week ago

Client Accounts Overview

Learn about how you can grant clients access to FlowPath as you service their locations

Written by Brandon Cummings
Updated over a week ago

Sorting and Filtering Work Orders

Learn how to quickly sort and filter work orders from all available views

Written by Brandon Cummings
Updated over a week ago

Insights Suite - Reporting Made Easy

Learn how to generate reports and extract insights from your data

Written by Brandon Cummings
Updated over a week ago

Inventory Management

Learn how to create and use inventory items

Written by Brandon Cummings
Updated over a week ago

Tagging Or Mentioning Team Members In Work Order Comments

Quickly learn how to tag team members from within a work order to notify them they are needed

Written by Brandon Cummings
Updated over a week ago

Location Creation and Management

Learn how to create and manage locations

Written by Brandon Cummings
Updated over a week ago

Preventive Maintenance Scheduling + Automation

Learn how to put your PM Schedule on auto-pilot to auto-generate work orders at the right time or cadence

Written by Brandon Cummings
Updated over a week ago

Procurement Management

Learn how to track all procurement usage of inventory

Written by Brandon Cummings
Updated over a week ago

Scheduling Work Orders and Adding To Your Calendar

Learn how to schedule your work orders and add them to your calendar

Written by Brandon Cummings
Updated over a week ago

Spending Threshold Settings

Learn about setting spending limits, and automate approvers and watchers if someone tries to spend a certain amount

Written by Brandon Cummings
Updated over a week ago

Adding Users and Setting Permissions

Learn how to add users and set permissions, allowing them to expand their access to the platform, or restrict some views.

Written by Brandon Cummings
Updated over a week ago

Using or Requesting Inventory From Work Order

Learn more about how to use or request inventory from within a work order

Written by Brandon Cummings
Updated over a week ago

Vendor Management

Manage your 3rd party vendors with ease using our Vendor Management feature

Written by Brandon Cummings
Updated over a week ago

White Label FlowPath

Learn how to White Label FlowPath with your custom logo and login link

Written by Brandon Cummings
Updated over a week ago