CAFM Videos For Trackplan’s CAFM and CMMS Software

Trackplan CAFM and CMMS Overview

This 3 minute video gives a very good overview of Trackplan and all its main features. Once you have seen this with its latest design, you will have a much better understanding of our powerful CAFM and CMMS software.

Engineers and Contractors App

This Trackplan App is for the engineers and contractors to view and manage their jobs, complete jobs, take photos and add notes. It works off-line on Android and apple devices.

The video showcases some of the main features in our new contractor app. This app uses brand new PWA technology, this allows the app to be installed from a browser! This app will be used by contractors and resources and integrates fully with our main application.

Facilities Manager App

The Trackplan App is for the facilities and maintenance team to view and manage jobs, create new jobs, take photos and add notes. It works off-line on Android and apple devices.

Trackplan in Action with Client

Meet one of Trackplan’s early clients. Aura leisure group Ireland with 13 leisure centres. Padraig Byrne was looking for an easy to use system for managing the reactive jobs, contractors and the planned maintenance.

Getting Started with Trackplan

This video shows the recommended initial steps and guide for going live with Trackplan. It shows you step by step how to get started with Trackplan FM software for facilities management. See how Trackplan’s elegant and powerfull CAFM and CMMS software lets you manage, create jobs and control maintenance work keeping your buildings running safely and preventing damages, accidents, risks and cutting costs.

Job Management

This video will show you how to create a new Job, assign a User and Resource / Contractor to the Job and even create sub jobs / tasks. It will show you how to assign different tasks within the same Job to different Resources / Contractors. It will also show you how to assign assets, attach documents, quotes and alerts to the Job.

Planned Maintenance

The video will give an overview of how to keep track of your Planned Schedules. It will show you how to add sites to an existing Planned Schedule, edit the Jobs, change the assigned Resource / Contractor, change the expected duration of the Job. It will also show you how to set up a Planned Schedule against an Asset or Site Location.

Asset Management

This video will show you how to add and manage assets in your organisation such as fire extinguishers, machines, boilers, laptops, air-conditioners and even vehicles. It will explain each step of how to add a new asset, either manually or adding several assets at a time from a spread sheet. It will also explain each of the assets fields, the QR code, different status and how to set them up, purchasings costs, maintenance costs… And it will go throug each tab of the assets menu briefly explaining them.

Electronic Forms

This video will show you how to create electronic forms such as inspection forms, checklists, risk assessments, meter readings… It will show you how easy it is to create a form with Trackplan step by step, explaining as well all the form questions that Trackplan provides you with such as Yes or No questions, Dropdown, Pass and Fail questions, Add Photo, Test Box, signature… The video will show you how to create a form and attach it to jobs, planned schedules, assets and sites, and it will also show explain each tab on the forms menu such as form results, design forms…

Job Calendar and Scheduler

This video will show you how to use the Calendar, with all the different viewing options, drag jobs between Users and quickly change the duration or expected date of the Job.

Site Management

This video will show you how to manage your sites and buildings using the site list and the Sites Detail page. For example you can add and manage Locations and sub-locations within a site. You will also see how to manage all the assets, jobs, planned schedules, inspection forms and site contacts associated with each site. You will also be shown how to add custom fields for your sites.

Job Requests

This video will show you how to create Job Requests and how to manage, approve into jobs or decline Requests.

The Dashboards

This video shows you how to navigate the Dashboard and get a great overview of maintenance and compliance across your estate. Trackplan has 9 dashboards and growing to give users and and stakeholders their own relevant analysis and view.

Instructing contractors

This video will show you how to assign a Resource / Contractor to a Job, how to send an email instructing the Resource, how the Job Notes will be automatically updated, and how to assign new Costs.

Resource and Contactor Management

This video will show you how to manage your resources, be they your internal team or contractors, using Trackplan’s CAFM software. It will show you how your Resources list can be easily filtered, how ratings, and qualifications can be added. The qualification feature can also be used to keep track of qualifications necessary for certain jobs, and block people from taking jobs if they do not have the necessary qualifications. The video will also show you how to create a new Resource and determine what level of access to grant them to their resource portal.

User Management and email templates

This video will show you how to use the User Grid, create a new User, and how to set up the automated email templates.

Costs and Financial Management

This video will show you how to enter costs directly against a Job, how to cost individual tasks, add additional costs, use the Audit Trail and see the list of Costs across all Jobs.