Getting Started with ManeTrak

Get up and running in 3 simple steps. Start managing your equipment maintenance efficiently in minutes.

1. Add Equipment 2. Create Tasks 3. Manage Work Orders

Welcome to ManeTrak!

Whether you're managing a small fleet or a large facility, ManeTrak makes maintenance tracking simple and efficient. Follow these three foundational steps to get your maintenance program up and running.

1

Add Your Equipment

Start by adding the equipment and assets you need to maintain. Each piece of equipment becomes the foundation for tracking all related maintenance activities, work orders, and history.

Key Information to Include:

  • Equipment name and identifier
  • Category (e.g., HVAC, Vehicles, Manufacturing)
  • Location within your facility
  • Serial number and manufacturer details
  • Installation date and warranty information
  • Photos for easy identification
💡 Pro Tip

Use the bulk import feature to add multiple pieces of equipment at once from a CSV file. This can save hours when setting up your system!

Adding equipment demo - Equipment Management page showing equipment cards
2

Set Up Maintenance Tasks

Maintenance tasks are recurring scheduled activities that keep your equipment running smoothly. Once created, ManeTrak automatically generates work orders based on your schedule, so you never miss preventive maintenance.

Task Configuration Options:

  • Task name and detailed instructions
  • Frequency (daily, weekly, monthly, quarterly, annual)
  • Associated equipment or asset
  • Estimated duration and priority level
  • Required parts or materials
  • Assigned technician or team
💡 Pro Tip

Start with manufacturer-recommended maintenance schedules, then adjust based on your actual usage and conditions. You can always refine tasks as you learn what works best.

Creating maintenance task demo - Setting up recurring maintenance schedules
3

Manage Work Orders

Work orders are the heart of ManeTrak. They're automatically generated from your maintenance tasks on schedule, or you can create manual work orders for unplanned repairs and emergency maintenance.

Work Order Types:

  • Auto-Generated: Created automatically based on maintenance task schedules
  • Manual: Created on-demand for unplanned maintenance or repairs
  • Emergency: High-priority work orders for urgent issues

Work Order Workflow:

  • Receive notification when work order is due
  • View instructions and required materials
  • Complete the work and update status
  • Add notes, photos, and completion details
  • Automatic history tracking for compliance
💡 Pro Tip

Enable mobile notifications so technicians get instant alerts when work orders are assigned or become due. They can complete work orders right from their phone!

Managing work orders demo - Auto-generated and manual work order creation

What's Next?

📊 Explore the Dashboard

Get a real-time overview of overdue tasks, upcoming maintenance, and equipment status. The dashboard gives you instant visibility into your entire maintenance operation.

👥 Invite Your Team

Add team members and assign roles (Admin, Editor, or Guest). Collaborate seamlessly with technicians, managers, and stakeholders all in one place.

🔔 Configure Notifications

Set up in-app notifications to stay on top of upcoming maintenance, overdue work orders, and important updates. Never miss a critical task.

📱 Use QR Codes

Generate QR codes for each piece of equipment. Technicians can scan codes to instantly access equipment details, maintenance history, and create work orders.

📈 Review Reports

Track maintenance metrics, equipment uptime, and compliance records. Export detailed reports for audits, budgeting, and process improvement.

⚙️ Customize Settings

Tailor ManeTrak to your needs with custom equipment categories, work order priorities, notification preferences, and more.

Ready to Get Started?

Start your free 7-day trial today. No credit card required.

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