Field Service
Manage work orders, assets, products, procedures, scheduling, analytics, and AI Assistants from your Field Service workspace in Makula.
Work Order Management
Create, assign, and track work orders from start to finish. Manage schedules, attach procedures, log time, and handle customer requests.
What is a Work Order?Learn what a work order is in Makula, how it helps manage maintenance and service tasks, and how to use work orders in your Field Service workspace.
Create and Manage Work OrdersLearn how to create a new work order in Makula, choose work order types, assign assets and companies, and submit work orders in your Field Service workspace.
Understanding Work Order Views in MakulaLearn how to switch between list, table, board, map, and calendar views to manage work orders effectively in your Makula Field Service workspace.
Edit Title and Description of Work OrdersLearn how to edit the title and description of a work order in Makula Field Service, with step-by-step instructions and activity logging.
How to Delete Work OrdersLearn how to delete work orders in Makula Field Service from the work orders list or detail view, including how to record a deletion reason.
Track Time on Work OrdersLearn how to track time spent on work orders in Makula Field Service, including using the stopwatch, adding descriptions, tags, and billable status.
Attachments in Work OrdersLearn how to upload, download, and delete attachments in work orders in Makula Field Service to keep important files organised and accessible.
How to Add Followers on Work OrdersLearn how to add followers to work orders in Makula Field Service so team members can collaborate and receive updates.
Export Data to CSV (Work Orders)Learn how to export work order data to CSV in Makula Field Service for reporting, analysis, or record-keeping purposes.
Generate PDF for Closed Work OrdersLearn how to generate a PDF summary of closed work orders in Makula Field Service, including customisable content and company branding.
How to Filter Work OrdersLearn how to filter work orders in Makula Field Service using predefined filters and custom fields to quickly find the work orders you need.
Introduction to the SchedulerLearn how to use the Scheduler in Makula Field Service to plan work orders, assign technicians, allocate resources, and manage your team's workload.
Digital Service Forms
Create and manage digital procedures for service tasks. Add fields, checklists, signatures, and attachments. Attach procedures to work orders and generate PDF reports.
Create a ProcedureLearn how to create procedure templates in Makula Field Service, configure fields and sections, and prepare them for use in work orders.
Attach a Procedure to a Work OrderLearn how to attach procedure templates to work orders in Makula Field Service so technicians can complete them during maintenance or service tasks.
Fill a Procedure Attached to a Work OrderLearn how to fill, save, sign, and finalise procedures attached to work orders in Makula Field Service.
Installed Base Management
Manage your equipment hierarchy, from production lines and machines to components and parts. Create assets, organise documentation, and track inventory.
What is an Asset?Learn what assets are in Makula Field Service, how they help manage equipment and machinery, and how to navigate the Assets section.
Add a New AssetLearn how to add a new asset in Makula Field Service, including creating assets from scratch or using products.
Asset Details OverviewLearn how to navigate the asset detail view in Makula Field Service and understand the information available in each tab.
How to Edit or Delete AssetsLearn how to edit asset details or delete assets in Makula Field Service.
Hierarchy ViewLearn how to use the Hierarchy View in Makula Field Service to visualise and manage parent-child relationships between assets.
Create and Manage Preventive Maintenance EventsLearn how to schedule recurring or one-time preventive maintenance events for assets in Makula Field Service with automated work order creation.
What is a Product?Learn what products are in Makula Field Service and how they help you create assets quickly and consistently.
Create a ProductLearn how to create a product in Makula Field Service to standardise asset creation with predefined fields, documentation, and parts.
Product Details OverviewLearn how to navigate the product detail view in Makula Field Service and understand the information available in each tab.
How to Edit or Delete ProductsLearn how to edit product details or delete products in Makula Field Service.
What are Parts?Learn what parts are in Makula Field Service and how to manage your parts inventory for assets and work orders.
Add a New PartLearn how to add a new part to your inventory in Makula Field Service.
Inventory ManagementLearn how to use Inventory Management in Makula Field Service to track stock levels, manage stock entries, and handle out-of-stock requests.
Customer Management
Add and manage your companies and their contacts. Assign assets, control portal access, and maintain customer relationships in one place.
What is a Company?Meta Description: Learn what companies are in Makula Field Service, how to manage customer, supplier, and distributor relationships, and how to access company records.
Add a New CompanyLearn how to add a new company in Makula Field Service, including setting company type, address, and contact details.
Company Details OverviewLearn how to navigate the company detail view in Makula Field Service and understand the information available in each tab.
How to Edit or Delete CompaniesLearn how to edit company details or delete companies in Makula Field Service.
Customer Portal
Give your customers access to shared assets, documentation, and parts. Let them raise requests, track status, and interact with your organisation through a branded portal.
What is a Portal?Learn what portals are in Makula Field Service and how they allow you to share assets, products, and documentation with your customers.
Create a PortalLearn how to create a portal in Makula Field Service to share assets and documentation with your customers.
Managing Portal AssetsLearn how to assign and manage assets in a portal to control what your customers can access in Makula Field Service.
Managing Portal UsersLearn how to add, manage, and remove users in a portal to control customer access in Makula Field Service.
Portal Shared DriveLearn how to use the Shared Drive in a portal to share and receive files with your customers in Makula Field Service.
Portal SettingsLearn how to configure portal settings in Makula Field Service to control what information is shared with your customers.
Accessing a Shared Workspace (Portal)Learn how customers access and navigate a shared workspace (portal) in Makula to view assets, products, raise requests, and collaborate.
AI
Use AI-powered tools to work smarter. Create AI Assistants for instant asset support, capture service notes with AI Notetaker, and access insights through AI Chats.
What are AI Assistants?Learn what AI Assistants are in Makula Field Service and how they help you find information quickly using your uploaded documents.
Creating an Internal Machinery AssistantLearn how to create an Internal Machinery Assistant in Makula Field Service to provide context-aware support using asset-specific documentation.
Creating an External Machinery AssistantLearn how to create an External Machinery Assistant in Makula Field Service to provide customer-facing support using external documentation.
Managing AI AssistantsLearn how to view, edit, and interact with your AI Assistants in Makula Field Service.
Using the ChatsLearn how to interact with AI Assistants, maintain chat history, and view document references using the Chats page in Makula Field Service.
Record a Note with Makula AI NotetakerGuide to using and troubleshooting the AI Note Taker for recording, saving, and managing voice notes effectively.
Reports and Analytics
Build custom reports and dashboards to track work order trends, asset performance, and company metrics. Use charts, filters, and drilldowns to analyse your data.
Introduction to InsightsLearn how to use Insights in Makula Field Service to create customisable reports for work orders, assets, and companies.
Filtering Reports and Data DrilldownLearn how to use filters and drilldown tools in Makula Field Service Insights to analyse specific data points in your reports.