CRM Automations
These are just some examples of the CMMS automations we build. Every site operates differently, so our automations are fully customised to your workflows and can run on a schedule or be triggered instantly by system events.
Work Order Automation
Manage the entire work order process from start to finish with automations that can run on demand or on a schedule.
Work Order Creation
Automatically create work orders when an event happens in another system (form submission, email, production alert, QR report, third party system, etc.).
Overdue Work Order Escalation
Detect overdue work orders and automatically notify supervisors, managers, or shift engineers.
Auto-Create Work Orders from Condition Monitoring Data
If vibration, temperature, pressure, or motor current exceeds a threshold, automation creates the work order instantly with the readings attached.
Purchase Order (PO) Automation
Reduce delays caused by manual purchasing workflows and improve maintenance response times by automating procurement processes.
Scheduled Low Stock Purchase Request Generation
Automatically check stock levels and generate purchase requests/PO drafts when parts drop below minimum thresholds.
Scheduled Supplier Delivery & Backorder Tracking
Automatically sync delivery dates, backorders, and outstanding PO lines into your CMMS
Auto-Send Supplier Requests
Once a PO is approved, send the supplier request with full order and delivery details.
Preventive Maintenance (PM) Automation
PM schedules are simple to create but difficult to maintain. We automate PM planning and completion so compliance remains high.
PM Auto-Scheduling Based on Runtime / Meter Readings
Instead of fixed dates, trigger PM tasks based on machine runtime, cycles, or meter readings.
PM Compliance Monitoring
Detect missed PM tasks, late inspections, or overdue servicing and automatically notify supervisors.
PM Parts Kit Pre-Planning
Automatically creates a list of required parts for upcoming PMs so stores can prepare kits in advance.
Inventory & Stores Automation
Stock management is often disconnected from real maintenance demand. We automate the link between the CMMS and the stores process.
Duplicate Part Number Detection
Scans the CMMS/stores database for duplicate or near-duplicate part records (same part listed multiple ways). This is a common issue that causes over-ordering and messy stores data.
Slow-Moving & Obsolete Stock
Automatically identify unused parts sitting in stores for 6–12 months and generate a report to reduce waste and free up cash.
Expiry & Shelf-Life Monitoring
For oils, lubricants, chemicals, filters, or regulated parts, automatically flags items approaching expiry and sends alerts before they become unusable.