Help CenterCaction is a purpose-built operations management platform that helps teams move faster, stay aligned, and scale with confidence — turning everyday work into both operational excellence and leadership development.
As it is built with efficiency in mind, Caction is currently powering many companies from different industry background, and this also includes those in the Equipment Maintenance Industry.
Caction will allow users from different levels to perform their daily tasks at a more efficient rate through our plethora of features that includes asset logs and job history management, job scheduling for different type of tasks, task delegation and assignment, real-time updates from the field, SOP compliance through the use of To-Do List, performance monitoring through reports and analytics, as well as an overview of workflows that helps with step-by step task list.
Here's what you can do through Caction, and how you can use it to your advantage
Managing Asset Records and Job History
Asset Records and Job History management is easier now through the use of our Asset Details and Job Details page. You will be able to see all the updates made for the Assets and the Jobs, from tracking Asset movements and transactions, to viewing all activities done for the specific job. It will allow for a seamless tracking of activities as well as monitoring and data logging for audit purposes.
Our Caction platform allows Admins and Technicians to be able to see, track, and monitor the movement of the assets, from whether it was attached to a job, or removed from a project, or included in a Digital Form, and more. You will be able to see what happened to the asset, where has it been, who had moved or attached it to all the different jobs, projects, and customers.
The filter options will allow you to control what type of asset history you would want to see, from Sites/Customers, to Projects, to Jobs, to all the different Digital Forms that you have available in the system. You can also use the filters to see what kind of movements was done to the equipment, whether it was attached to something, or if it was removed from anything. 
This will be useful for if you have the need to track the movement and the ins-and-outs of your equipments as well as see if the assets are being used properly for all the different tasks assigned to the technicians.
To know further on how to view the Equipment Records and its Related Jobs, you may go through this article here for our guide: Linking Equipment Record with Job History
Scheduling Preventative and Corrective Jobs
Through our Job Schedule feature, you will be able to create and schedule Preventative and Corrective Jobs firsthand, long before the job needs to be done. This will allow your staffs to always be prepared for the task at hand.
The Job Schedule also allows you to create recurrent jobs that repeats at certain interval of time. This enables you to plan all your preventative and corrective jobs to ensure peace of mind as well as ensure the task is being tended with at the required time. 
You can go to these pages here on our guides on how to use our Job Schedule feature:
Assigning Technicians
Once you have created the jobs, you can then assign your technicians to those specific jobs. By assigning the technicians to the specific jobs, it will allow them to be able to take action on the tasks at hand while also ensuring a degree of accountability and responsibility for the jobs.
You will be able to give the technicians full access to the jobs for them to edit and perform tasks on the job, or you can give the technicians view access for them to be able to view all the items related to the specific job.
Click here for a guide on how to assign technicians to the job:
Assign & Reassign Technician
Real-time Updates from the Field
Through our real-time updates feature, your team will be able to update their work progress as they work on it, keeping the management updated in real-time.
This will ensure that issues that arises customer's side can be quickly raised by your technicians for the management's attention, and can be amptly resolved as soon as it was raised maximizing efficiency as well as ensuring high level of customer satisfaction.
SOP Compliance (To-do list)
Certain jobs and tasks requires certain method on getting it done, and with our To-Do List feature, you will be able to ensure that those jobs are done all according to the specification and Standard of Procedures.
The To-Do List is customizable and can be configured to each and every type of jobs that you have set up, either Preventative or Corrective Jobs. You will also be able to enforce users to comply with the To-Do List, ensuring the job is done properly in accordance to the SOP specified by the Management.
You can go to this page here on our full guide on how to set up the To-Do List for your jobs:
Reporting and Analytics for Performance
Company performance can be measured through multitude of things and we are here to help with easing up the process. Caction platform provide you with ways on monitoring, measuring, reporting as well as analysing all the performance metrics, allowing you to plan and construct a solution to enhance efficiency and productivity of your company.
Through the reports in our system, you are able to extract valuable and easily understandable real-time reports that can help you make fast and informed decisions, providing a streamlined and enhanced customer experience. You can simply keep your colleagues in the loop by sharing with them Excel or PDF reports such as regular service reports, breakdown/callback, installation, or delivery.
We have a full guide on how you can effectively use the Reports Page:
Workflow Overview
Let your team stay organized and on track - no matter where their service appointment takes them. With the use of our To-Do List, you will be able to create a general overview and guide on how a task should be handled and what workflow should be followed by the staffs.
In order to complete the job, your service team will have to fulfill all the criteria set by the management, ensuring the highest quality of customer service. For example, you can require your service team to check- in once on site, upload before and after service images, state the reason for an equipment or machinery breaking down, fill up the service report, or check-out once they’re done before they can complete the job.
Through our Caction system, you will be able to streamline daily workflows, improve team coordination, and gain real-time visibility — all in one platform.
To learn more on this, you may read through our guide on the Workflow Overview and Compliance Tracking here.