"How To" Guides

Learn about FlowPath features

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38 articles in this collection
Written by Brandon Cummings

Archive Users

Learn how you can archive users that no longer need access to FlowPath.
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Written by Brandon Cummings
Updated over a week ago

Asset Reservation Calendar Overview

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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.
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Written by Brandon Cummings
Updated over a week ago

FlowPath - Global Search

Brief overview of our Global Search functionality.
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Written by Brandon Cummings
Updated over a week ago

Events Settings

Customize your public calendar settings for Events.
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Written by Brandon Cummings
Updated over a week ago

Inspections

Trigger Work Orders with Inspection Items
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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.
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Written by Brandon Cummings
Updated over a week ago

External Access Settings

Learn more about public forms that you can customize
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Written by Brandon Cummings
Updated over a week ago

Sync Google and Outlook Calendar

Easily sync all scheduled work orders with your calendars
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Written by Brandon Cummings
Updated over a week ago

Tracking Labor Hours

Easily track the amount of hours worked on a work order
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Written by Brandon Cummings
Updated over a week ago

Preventive Maintenance Checklist

Create a PM Checklist Template to copy to multiple PMs
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Written by Brandon Cummings
Updated over a week ago

Reset your password

How to easily and quickly reset your password
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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
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Written by Brandon Cummings
Updated over a week ago

Work Order Priority Level

Learn how to set a priority level on a work order
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Written by Brandon Cummings
Updated over a week ago

Work Order Categories

Learn how to create and manage work order categories.
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Written by Brandon Cummings
Updated over a week ago

Equipment & Asset Management

Learn how to manage equipment and assets easily in FlowPath
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Written by Brandon Cummings
Updated over a week ago

Changing Work Order Status

Learn how to easily change the status of a work order
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Written by Brandon Cummings
Updated over a week ago

Printing QR Codes

Learn how to print inventory and equipment QRCodes in bulk
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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
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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
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Written by Brandon Cummings
Updated over a week ago

Inventory Adjustment Reports

Learn how to bulk change inventory using the adjustment reports
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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
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Written by Brandon Cummings
Updated over a week ago

Adding Approver To Work Order

Learn how to add approver to a work order
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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.
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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
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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
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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
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Written by Brandon Cummings
Updated over a week ago

Inventory Management

Learn how to create and use inventory items
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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
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Written by Brandon Cummings
Updated over a week ago

Location Creation and Management

Learn how to create and manage locations
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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
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Written by Brandon Cummings
Updated over a week ago

Procurement Management

Learn how to track all procurement usage of inventory
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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
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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
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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.
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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
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Written by Brandon Cummings
Updated over a week ago

Vendor Management

Manage your 3rd party vendors with ease using our Vendor Management feature
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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
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Written by Brandon Cummings
Updated over a week ago