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Smart Maintenance Task Manager — User Handbook

Welcome. This handbook shows you how to use the Smart Maintenance Task Manager to plan, assign, execute, and report on maintenance work across your organisation.

The platform has two apps — a web portal and a mobile app — and seven user roles. Start with the role that matches how you use the system.

Start here

  • I execute tasks in the field

    Use the Mobile App to receive assignments, run inspections, capture photos, and submit repair requests.

    Technician handbook →

  • I map assets and define tasks

    Build the asset hierarchy, create task points, write NFC tags, and configure components.

    Mapper handbook →

  • I assign and approve work

    Monitor progress, assign tasks to technicians, approve completed work, and keep crews running.

    Supervisor handbook →

  • I look at reports

    Review dashboards, export reports, and measure performance across sites.

    Manager handbook →

  • I administer the system

    Create users, configure roles, manage master data, and own company settings.

    Admin handbook →

  • I just need to see what's happening

    Read-only access to dashboards, tasks, and reports for audit and compliance.

    Viewer handbook →

Unsure? Open Choose your role for a decision tree.

New to the platform?

  1. Read What is Smart Maintenance Task Manager? for a two-minute overview.
  2. Skim The apps so you know which app you'll use for what.
  3. Follow Your first login.

How this handbook is organised

Section When to read it
Getting started On day one, or when onboarding a new team member.
User guide › By role For a complete tour of everything your role can do.
User guide › Web portal When you're looking at a specific screen in the browser.
User guide › Mobile app When you need step-by-step help on a phone or tablet.
Reference Lookup tables — permissions, task types, icons, languages, shortcuts.
Troubleshooting "Something isn't working."
Glossary Domain-specific terminology.

Getting help