Account and User Settings
- How do I invite users to my company's HelixIntel account?
- How do I change the permission settings and visibilities of users within my company's account?
- What Are Location Restrictions?
- How are Location Restrictions Configured?
- How do I change my account password?
- How do I switch between company accounts if I'm part of more than one?
Equipment
- How do I add equipment to my account?
- Can you help me upload equipment to my account?
- What types of equipment can I catalog and track in my account?
- How do I edit an equipment record's details?
- How do I edit the set of fields that display on the Equipment page?
- If I relocate a piece of equipment to a different property or location, how do I update that information in my account?
Fleet Management
- How do I enable Fleet Management for my account?
- What fleet-related roles are available and what can each one do?
- How do I add a vehicle to my fleet?
- How do I add a driver and track their license and certifications?
- How do drivers access their assignments on mobile?
- How do drivers complete a pre-trip or post-trip inspection?
Location Reservations
- What are location reservations?
- How do location reservations integrate with work order management?
- How do I submit a reservation request?
- How do I review reservation requests?
- How do I cancel my reservation request?
- How do I use the Reservations page?
Parts and Supplies
- How do I create a part?
- What are bins?
- Why do you use bins?
- How do I add a part to a bin?
- How do I create a bin?
- How do I edit the quantity of a part or supply item?
Preventive Maintenance
Properties
QR Codes
- How do HelixIntel QR codes work?
- What can I add QR code labels to?
- Why should I link QR codes?
- How do I link a QR code to an asset?
- How do I get QR codes?
- Can I replace a QR code if needed?
Work Order Management
- Work Order Management Overview
- What are work requests?
- How do I submit a work request?
- How do I stay up to date on the status of my work requests?
- How do I review work requests?
- How do I use the Work Requests page?