When Should I Contact Support vs. My Customer Success Manager?

Quick Product Feature Questions

• What does this button do?

Basic Guidance on Features

• Why was this work order automatically approved and assigned?
• Why is this user not seeing this building when requesting a work order?
• Why can't I assign this work order to this user?

Documentation Questions or Requests

• Is there an article that goes over this? I'd love to learn more about it

Troubleshooting Questions

• I clicked this button and got an "Error Encountered" message

Integration Sync Questions

• Can you help me determine what is going on with our device integration?

Strategy and Goal Setting with the Product

• Helping you to achieve the goals you set for ML Work Orders and strategize

Best Practices and Recommendations

• Tailored to your needs, goals, and based on our knowledge and expertise

Customized Training for You and Your Team

• Live training session(s) to ensure ML Work Orders is being adopted by your team

Questions on Setting Up the System Post Onboarding

• I'd like to start using Assets, PMs, and Inventory in the system, would you be able to help?
• Can you go over Approval Paths for my work orders with me again?
• I need a refresher on this, can you help?
• We want to set up some auto assignments, would you be able to help me with that

Ideas for Product Functionality

• ML Work Orders would be even better if it could do this!

Not Sure Who to Reach Out To?

• Send a message to your CSM and they will point you in the right direction!