In this article you will learn:

  • How to report a maintenance issue through Services
  • How to report a maintenance issue through the Shift Log

Here is a quick video walkthrough:

How to report a maintenance issue through Services

  1. Login to Bizimply
  2. Select the location you would like to edit the equipment information. Even if you only have one location you will need to select it
  3. Click on the Services icon
  4. The page will open up immediately to the Equipment information

5. Click on the name of the equipment you would like to report an issue about

6. Click on the Issues tab

7. Click '+Add Issue'

8. Go through each line of detail to report fully on the maintenance issue

- Select the issue

- Select who is reporting it

- Write a description

- Select what action was taken

- Select the supplier

- Type in the contact name

- Type in the contact phone number

- Select if they were contacted or not

- Type in if any follow up needed, then click '+Add'

- Attach a file if you need to (this will save in the Documents tab for the piece of equipment

9. Select a priority for the issue. If the priority is normal, the manager will get a notification at the bottom of their location Dashboard that there is an issue if marked unresolved. If the priority is Head Office, an admin will see a notification on the bottom of their All Locations Dashboard if the issue is marked unresolved

10. Mark the issue as 'resolved' or 'unresolved'. There will be a notification on the dashboard if marked 'unresolved'

11. Click 'Save'

12. The issue will now be listed beside the equipment, and if unresolved will appear as an Unresolved Issue on the Dashboard

Here's a video on this process

How to report a maintenance issue through the Shift Log

  1. Login to Bizimply
  2. Select the location you would like to edit the equipment information. Even if you only have one location you will need to select it
  3. Click on the Shift Log icon
  4. Click Maintenance Issues in the Issues box on the left-hand side

5. Click '+New Issue'

6. Go through each line of detail to report fully on the maintenance issue:

- Select the piece of equipment

- Select the issue

- Select who is reporting it

- Write a description

- Select what action was taken

- Select the supplier

- Type in the contact name

- Type in the contact phone number

- Select if they were contacted or not

- Type in if any follow up needed, then click '+Add'

- Attach a file if you need to (this will save in the Documents tab for the piece of equipment

9. Select a priority for the issue. If the priority is normal, the manager will get a notification at the bottom of their location Dashboard that there is an issue if marked unresolved. If the priority is Head Office, an admin will see a notification on the bottom of their All Locations Dashboard if the issue is marked unresolved

10. Mark the issue as 'resolved' or 'unresolved'. There will be a notification on the dashboard if marked 'unresolved'

11. Click 'Save'

12. The issue will now be listed beside the equipment, and if unresolved will appear as an Unresolved Issue on the Dashboard

Related Articles:

How do I add equipment information for a location

How Do I Report A Maintenance Issue

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