Quick Start Guide

Get Infodeck up and running in 10 minutes. This guide walks you through the essential setup steps to start managing your facilities.

What You'll Accomplish

By the end of this guide, you'll have: an account, a location, an asset, and your first work order created.

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Step 1: Create Your Account

1. Go to app.infodeck.io/register
2. Enter your details:
   • First Name
   • Last Name
   • Work Email
   • Password
3. Click Create Account
4. Check your email and click Verify Email

No Credit Card Required

You can start with a free trial — no payment information needed to explore Infodeck.

Detailed registration guide →

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Step 2: Set Up Your Organization

After email verification, you'll be prompted to set up your organization:

1. Enter your Organization Name (e.g., "ABC Property Management")
2. Select your Industry (optional)
3. Choose your Plan or start a free trial
4. Click Continue

You're now in the Infodeck dashboard!

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Step 3: Add Your First Location

Locations represent your physical facilities.

1. Click Locations in the left sidebar
2. Click Create Location
3. Enter:
   • Name: Your building name (e.g., "Main Office Building")
   • Address: Physical address
4. Click Create

Location Hierarchy

You can add floors (SubLocations) and rooms (Zones) inside your location to organize your facility structure.

Learn more about locations →

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Step 4: Register Your First Asset

Assets are the equipment you track and maintain.

1. Click Assets in the left sidebar
2. Click Create Asset
3. Enter:
   • Asset Type: Select a category (e.g., "HVAC")
   • Name: Specific identifier (e.g., "AC Unit - Lobby")
   • Location: Select your location
4. Click Create

Learn more about assets →

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Step 5: Create Your First Work Order

Now create a maintenance task to see how work orders flow.

1. Click Work Orders in the left sidebar
2. Click Create Work Order
3. Enter:
   • Title: Brief description (e.g., "Quarterly AC filter replacement")
   • Location: Select your location
   • Priority: Choose urgency level
4. Click Create

Your work order is now created! You can assign it to team members, set due dates, and track progress.

Learn more about work orders →

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Step 6: Invite Your Team (Optional)

Bring your colleagues into Infodeck:

1. Click Team & Settings in the left sidebar
2. Click Users
3. Click Invite User
4. Enter their email address
5. Select their Role and Team
6. Click Send Invitation

They'll receive an email to join your organization.

Learn more about team management →

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What's Next?

Now that you have the basics set up, explore these features:

Feature	Description	Guide
Recurring Work Orders	Automate preventive maintenance schedules	Set up recurring tasks →
Forms & Checklists	Create digital inspection forms	Create forms →
Dashboards	Visualize your maintenance data	Build dashboards →
IoT Monitoring	Connect sensors for real-time data	Connect devices →
Smart Workflows	Automate actions based on conditions	Create workflows →

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Quick Reference

Navigation Shortcuts

Menu Item	What It Does
Work Orders	View and manage maintenance tasks
Work Requests	Review incoming maintenance requests
Calendar	See scheduled work on a calendar view
Assets	Manage equipment and devices
Locations	Organize your facility structure
Dashboards	View analytics and KPIs

Common Actions

Action	How
Create work order	Work Orders → Create Work Order
Add location	Locations → Create Location
Register asset	Assets → Create Asset
Invite user	Team & Settings → Users → Invite User

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Need Help?

• Help Center: Browse all guides in the left sidebar
• FAQ: Frequently Asked Questions
• Support: support.infodeck.io

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Ready to dive deeper? Continue to First Steps for a detailed setup walkthrough.