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FMX Technician and Vendor Work Request Guide

Login to FMX

Step 1: Open a web browser and navigate to yourcompany.gofmx.com

Step 2: Log in with the following credentials:

  • Email
  • Password

Create a Request (Shortcut)

Step 1: Click New request in the right top corner of the calendar page.

Step 2: Choose the request type you would like to submit from the drop down list (see picture below).

new request

Create a Maintenance, Technology, or Custom Work Request

Step 1: Click Maintenance, Technology, or Custom Work Requests in the left sidebar, then click New request.

Step 2: Enter the required fields and click Submit to send the maintenance request (see picture below).

new maintenance request

Step 3: Check your email for your request confirmation and a link to check the status of your request.

Step 4: When your request is resolved you will receive a “request resolved” email.

Edit a Maintenance, Technology, or Custom Work Request

Step 1: Find the Maintenance, Technology, or Custom Work request you wish to edit (on the calendar or in the work requests grid), then click Edit (see picture below).

edit request

Step 2: After making the necessary editing changes click Save.

Assign a Maintenance, Technology, or Custom Work Request

Step 1: Find the work request you wish to assign (on the calendar or in the work requests grid), then click Assign.

Step 2: Select which user(s), equipment, and/or request type to assign the request to and select a vendor if the request will be outsourced (see picture below).

assign request

assign request

Step 3: Click Assign and the assigned user(s) will receive an email indicating that they have been assigned to the request.

Respond to a Maintenance, Technology, or Custom Work Request

Step 1: Find the Maintenance, Technology, or Custom Work request you wish to respond to (on the calendar or in the Maintenance, Technology, or Custom Work Requests grid), then click Respond (see picture below).

respond to request

Step 2: Enter a response.

Step 3: Click Respond to send your response (see picture below).

respond

Resolve a Maintenance, Technology, or Custom Work Request

Step 1: Find the Maintenance, Technology, or Custom Work request you wish to resolve (on the calendar or in the work requests grid), then click Resolve.

Step 2: After clicking Resolve, you can enter a resolution, hours, cost, equipment and attach an invoice (see picture below).

resolve

Step 3: Click Resolve to close the maintenance request.

resolve

Reopen a Maintenance, Technology, or Custom Work Request

Step 1: Find the resolved work request you wish to reopen (on the calendar or in the work requests grid), then click Reopen (see pictures below).

Calendar View:

reopen calendar view

Grid View:

reopen grid view

Step 2: Next, enter a reason for reopening the maintenance request and click Reopen.

Filter Maintenance, Technology, or Custom Work Requests in Calendar View

Step 1: Click the Filter button above the calendar view (see picture below).

filter

Step 2: Select the filter you would like (see picture below).

filter

NOTE: You may choose more than one filter at a time

Remove All Filters

If you're having trouble locating certain requests, events, or other information on your FMX calendar or in your FMX grids it could be because you have a filter selected that is hiding the information you're looking for.

You can see the filters that have been applied by looking underneath the Filter and Search bar.

To quickly remove all of the filters that are currently selected, click on the "x" attached to the filter button:

Another way to remove filters is to click on the "Filter" button and choose "Clear Filter" at the bottom of the page:

remove filter

Remove a Single Filter

To remove filters one at a time, click on the "x" button next to the filter(s) you would like to remove:

remove single filter

* To customize your own training document for your organization, download the FMX Technician and Vendor Planned Maintenance Training Guide below!

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Questions about FMX? We’re here to help!

We are a dedicated team of individuals who are passionate about helping people have better lives.
We’ll make sure your team gets up and running quickly and smoothly with FMX.
Give us a call at 1 (844) 664-4400 or send us an email at support@gofmx.com.

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