Field Service
Manage on-the-go operations with real-time job scheduling, mobile access, and seamless team coordination.
Work Orders
Learn how to create, manage, and track work orders. This collection covers work order types, views, creation, editing, and reporting.
What is a Work Order?Understand what work orders are and how to use them to manage maintenance, repairs, and service tasks in Makula.
Create and Manage Work OrdersLearn how to create work orders and customise work order types to fit your workflow in Makula.
Chat with Your Customers and Team on Work OrdersLearn how to communicate with customers and team members using the Work Order chat feature, including file sharing and managing emails.
Attach or Delete Procedures on Work OrdersLearn how to attach or delete procedures on work orders in Makula to standardise tasks and ensure consistency in execution.
Track Time on Work OrdersLearn how to track time spent on work orders, including how to add details like description, timing, tags, and billable status.
Attachments in Work OrdersLearn how to upload, manage, and delete attachments within work orders to keep important files organised and accessible.
How to Add Followers on Work OrdersLearn how to add followers to work orders so team members can stay updated and collaborate effectively.
How to Delete Work OrdersLearn how to delete work orders from either the Work Orders list or the Work Order detail view, including how to record a deletion reason.
Edit Title and Description of Work OrdersLearn how to edit the title and description of work orders (WOs) to keep information accurate and up to date.
Export Data to CSV (Work Orders)Learn how to export work order data to CSV, with options for both summary and detailed reports.
Understanding Work Order Views in MakulaMakula offers multiple views to help you manage work orders efficiently, whether you need quick scanning, visual tracking, or scheduling.
Generate PDF for Closed Work OrdersLearn how to generate a PDF summary of closed work orders, including customisable data and your company branding.
How to Filter Work OrdersUse filters to quickly organise and locate work orders based on key attributes like status, type, priority, or assigned personnel.
Procedures
Learn how to create and manage procedures, customise templates, and use them in Work Orders to streamline maintenance and service tasks.
Create a ProcedureLearn how to create procedure templates in Makula, configure fields and sections, and prepare them for use in Work Orders.
Attach a Procedure to a Work OrderLearn how to attach procedures to work orders so your technicians can easily access and complete them during maintenance or service tasks.
Fill a Procedure Attached to a Work OrderLearn how service engineers can fill out, sign, and finalise procedures attached to work orders in Makula.
Emails
Learn how to configure email accounts, manage conversations, link emails to work orders, and streamline communication within Makula.
Integrate Email Clients with Makula PlatformLearn how to connect and manage one or more email accounts within the Makula platform to streamline communication.
Create or Assign a Work Order to an EmailLearn how to create or assign work orders directly from incoming emails and manage related communication within the work order page.
Sending an EmailLearn how to send emails directly from the Email module and from within a Work Order for streamlined communication.
Replying to or Forwarding EmailsLearn how to reply to or forward emails directly from the Email module or the Work Order page for seamless communication.
Analytics
Learn how to create, customize, and manage reports in Makula Analytics. This collection covers everything from building reports to using charts, filters, and drilldown tools for in-depth data analysis.
Introduction to AnalyticsGet an overview of Analytics and how to generate reports for work orders, assets, and connections.
How to Create and Save ReportsStep-by-step guide to creating reports, renaming them, and saving or discarding changes.
Managing Saved ReportsHow to view, edit, duplicate, and delete saved reports.
Chart Types ExplainedDiscover the available chart types in Analytics, including bar, pie, number, and table charts.
Using Interactive Chart NavigationLearn how to zoom, pan, and reset your Analytics charts.
Filtering Reports and Data DrilldownUse filters and drilldown tools to analyse specific data points in your reports.
Scheduler
Learn how to schedule, assign, and manage work orders efficiently using Makula’s Scheduler. Explore views, filters, and best practices for resource planning and workload management.
How to Use the Scheduler for Work Order ManagementGuide on using the Scheduler feature to manage work orders, assign technicians, allocate resources, and publish or save changes as drafts.
How to Configure Resources (Vehicle/Tool)Learn How to Configure/Manage resources in Makula
Mobile App
Get guidance on managing work orders, scheduling, and field operations to streamline service tasks and boost productivity.
How to use Procedure in offline modeThis article will describe how you can use the procedure feature in the offline mode without the internet connection.
View work orders in the Mobile AppThis article will help you navigate through the work order feature available on the mobile app of our OEM platform.
My ScheduleView and manage all work orders assigned to you in a convenient calendar format on mobile app.