Set up the operating model

• Create or confirm the account profile and core account settings.
• Add clients, then create sites under the right parent client.
• Add locations below each site where building, floor, apartment, unit, room, or area detail is needed.
• Confirm the operational scope for each team before live work begins.
• Import or create asset records for the sites that need planned or reactive maintenance.
• Configure users, roles, and site or client access before operational work begins.
• Configure workflow settings — set workflow policies for duplicate detection, AI triage, work order creation, and Smart Assignment before inviting users and beginning operational work.
• Create work orders, service requests, PPM plans, and compliance actions as needed.

The operating model is Platform to Account to Client to Site to Location. This structure is used for onboarding, access control, reporting, and AI analytics.

• Account is the tenant, service provider, property manager, or business owner.
• Client is a customer, portfolio, customer group, owner group, or landlord group under the account.
• Site / Property is a facility, property, address, estate, or operational site under the client.
• Location is the more detailed structure below a site, such as building, floor, apartment, unit, room, or area.
• In single-customer deployments, the account and client can intentionally have the same name.

• Use Users & Access to invite users and manage their role.
• Assign client access when a user should see every site under a client.
• Assign site access when a user should see only specific sites.
• Use account-wide admin access only for users who need to manage the account.

• A work order can be created, assigned, updated, and completed.
• A service request can be submitted and converted into operational work.
• A PPM schedule can generate due work for the right account and site.
• Compliance actions show the expected status, priority, and ownership.

The AI analytics chat is available from the Insights area for users with access to the feature. It is designed for read-only questions about aggregate operational data.

• Start with simple questions such as "How many work orders did we have last month?" or "Show service requests by status."
• Ask for charts directly, for example "Create a chart of April work orders by status."
• Ask by client or site when you need a narrower view, for example "Show Shell work orders last month."
• Use date ranges such as "Q1 2026", "January 2026", or "from 2026-04-01 to 2026-05-15".
• Person-level and name-based requests are not available; use aggregate dimensions such as site, client, status, priority, work type, source, month, or week.