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Help Manual
General Information
5
Manual
How to Set up an Establishment
How to Set up a Site
How to Set up a Building
How to Set Up a Space
Job Requests
7
Creating a Job Request
Understanding Job Types
Creating a Job Request (Customer User)
Planned Preventive Maintenance (PPM) - Creating and Using Automatic Job Requests
Changing the Default or Order of Job Request Priorities in Quadpro
View all 7
Works Orders
4
Creating a Works Order
Creating a Works Order from a Job Request
Works Orders Payments
Copying a Works Order to a different Budget Year
Spaces
4
Creating and Adding Spaces to Buildings
How to Use a Space/Space Tab Summary
Adding Health and Safety Risk Markers to Spaces
Adding Plans/Photos to Spaces
Planned Maintenance
6
Elements & Schedule of Rates
Adding a New Works Item
Setting up a New Project
Minor Works
Amending Work Items
View all 6
Buildings
1
Adding a New Building
Logging On
1
Logging on to Quadpro
Budgets
3
Creating a New Main Budget
Creating a New Sub Budget
How to Clone a Budget
Assets
5
Adding an Asset to a Space
Using Assets
Creating a Group of Assets
Editing an Assets Information
Planned Preventative Maintenance (PPM)
Users
7
Creating a New Quadpro User
Adding a new Supplier or Contractor to the Service Provider Menu:
Editing a User Account
Editing Service Providers
Creating a new Job Request Originator User
View all 7
Home Screen
2
Creating a Building Hotspot
Adding an Extra Site Plan to the Home Screen
Plans & Photos
4
Adding Plans & Photos
Viewing Plans & Photographs
Deleting a Plan or Photograph
Adding Plans to the Job Request Web Portal
Admin - The Glossary
4
Navigating the Glossary - Assets
Navigating the Glossary – Job Requests
Navigating the Glossary - Space Use
Navigating the Glossary - Works Orders
Admin - Preferences
4
The Preferences - Assets & Works Orders
The Preferences – Building and Space
The Preferences - General Tab
The Preferences – Maintenance
Security
1
Adding Keys to Quadpro
Exporting Data
3
Exporting Quadpro Data to Excel
Exporting Job Requests to Excel
Creating a KPI Report
Documents
1
Storing Documents in Quadpro
Compliance
2
Management of Compliance Processes
Planned Preventative Maintenance (PPM)
Quadpro Dashboards
5
Job Request Dashboard Guide
Work Orders Dashboard
Supplier Dashboard
Compliance Dashboard
Work Items Dashboard
Help Desk Software
by Freshdesk