Features Overview
Comprehensive Asset Management

fmXpert allows you to maintain detailed information for each and every asset, including:

  • asset location
  • serial number, model and expected life in years
  • warranty and registration information
  • manufacturer, supplier, installer and service provider details
  • pricing information: purchase price, replacement price, depreciation and current value
  • individual components (which may have additional maintenance requirements)

In addition, fmXpert tracks and records:

  • asset performance and efficiency 
  • maintenance history (scheduled and breakdown repair)
  • condition history

Use this information:

  • for replacement planning - review performance and efficiency charts, expected life of asset  and asset condition history
  • for audits and inspections - have complete asset maintenance and performance histories on hand
  • to review and manage asset costs, performance and efficiencies

Customisable asset types

Define and tailor asset types to suit your business. Also caters for unique assets.

Performance and efficiency

Use fmXpert to track and assess asset performance and efficiency:

  • periodically measure and record (user-defined) performance indicators for an asset. fmXpert charts the asset's performance on the indicators over time.
  • fmXpert charts the number of maintenance jobs (scheduled and breakdown) over time as a measure of the efficiency of the asset.

Asset Register

fmXpert functions as an asset register

 

 

 

 

Contract Management

Manage maintenance and support contracts within fmXpert - a centralised storage location for all your contract information. You can:

  • track contract details, including: contract dates, costs, work type and rates, schedules and assets covered by the contract
  • store and retrieve contract -related documents
  • instantly review job and invoice histories

Contract Charges

Know your pay rates - pay the rate that is agreed on

Scheduling

fmXpert's scheduling feature lets you streamline routine maintenance:

  • plan and schedule regular maintenance
  • review maintenance costs over a year
  • create work orders directly from the schedule

Maintenance Schedule

Scheduling in advance aids planning

Project Management

Track every aspect of a project, from conception to completion, within fmXpert.

  • record material and labour requirements
  • check inventory
  • store all project-related documents with the project
  • handle job variations with a minimum of effort.
  • create work orders directly from a project

 

 

Work Flow & Work Management

Customisable work flow

Define custom work flows to track and manage jobs. fmXpert auto-progresses work according to user-defined triggers. In fmXpert, you can :

  • define custom work stages
  • define rules to determine when a stage has succesfully completed
  • auto-progress jobs to the appropriate stage according to the defined rules.

Simple, powerful job management

  • create jobs directly from schedules, projects or on an ad-hoc basis.
  • track jobs using fmXpert's powerful job tracking features:
    • 'at a glance' view of all jobs, sorted by job status, controller, client or supplier (user-configurable)
    • colour-coding based on status (user-configurable)
    • automatic email notifications (user defined) to alert interested parties (i.e. job controllers, clients, etc) when a job stage is reached
  • control supplier quoting and approval directly from within fmXpert
  • extensive job reports
  • job performance charts

Work Flow

Customisable work flow

Company & Contact Management

fmXpert allows you to maintain a centralised store of company and contact data. Create a Company record for each entity that you deal with, and define contacts for the company within the record.

fmXpert uses company types to identify a company's primary function(s). Each company may be one or more of the following types:
Builder, Building Surveyor, Client, Installer, Manufacturer, Owner, Service Provider, Supplier, Tenant, Training Provider, Utility

Each company record contains:

  • company contact details
  • company department details (each with their own cost centres)
  • company address details. fmXpert allows you to define multiple addresses per company: a postal address, a head office address or a regional office address.
  • contact details. Create as many contacts per company as required. For each contact, maintain:
    • contact details
    • a billing contact
    • the work performed by the person
    • a training record
  • company work type details and work rates
  • a company performance chart which is used to supplier and service provider performance

Company Details

Keep track of your contacts

Sites, Building & Key Management
  • Store site details in one location, including:
    • zoning/land title details, purchase and sales costs
    • buildings on the site
    • tenant details
    • site costs
    • utility companies and contacts
  • manage key distribution

Site Details

Everything you ever wanted to know
about a site in one location

Document Management
  • track document location and usage
  • store electronic documents within fmXpert; record change history
  • accepts a wide variety of document types

Use the document management feature to enhance your business processes i.e.:

  • as a central storage location for safety documents pertaining to assets
  • attach procedures manuals to maintenance jobs
  • use photographs (image files) files to identify contacts

Document Management

Centralised document repository for
controlled but easy access to documents

Reporting
  • extensive range of reports
  • batch reporting facility
Flexibility & Customisation

Tailor fmXpert to suit your business needs.

  • Configurable notification system
    Deliver custom email alerts to any contact within the system. Triggered by job status (user -defined).
  • Customised work-flow
    Define custom work stages. Auto-progress jobs according to user-defined conditions.Use the notification feature to define alerts generated when a stage is reached/fails.
  • Definable lookup tables
    Customisable 'lookup' tables allow you to define business-specific options for many areas of the system. You can, for example, define options for maintenance standards in the Maintenance Standard lookup table, or or define account types in the 'Account' lookup table
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