Thank you for trusting us to help you manage your things better. This guide will help you get started and support you in implementing the remberg system.

Before we begin, make sure you are logged into your system and ready to get started! Please note that you can complete each of the steps below in any order.

If you still have questions, please contact [email protected] or search here in our Help Center.

Your master data is the linchpin of the remberg system and adding assets, organizations, contacts and parts provides you with the foundation to quickly make the system your own.

“Assets” are all types of machines, equipment or things that you manage and on which work needs to be carried out.

Note: Our remberg AI Copilot 🪄 supports the daily work of your technicians and service staff! Ask the asset a question (“What does error A102 mean?”), which is answered with the help of the AI.

“Organizations” can be customers, partners, sales organizations, etc. with whom you are in contact and to whom assets can be assigned.

“Contacts” are external persons who are assigned to external organizations. These are the employees of customers, partners, etc.

“Parts” are spare parts or additional services such as a maintenance contract that you can link to assets, cases or forms.

Note: You can also make parts available to your customers in the Portal so that they can, for example, reorder the correct spare parts directly from you. Read more about this under Step 10: Portal.

Master data can be uploaded collectively via CSV import (the remberg team will be happy to do this for you) or created manually in the system.

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To enable a system setup that is tailored to the usage needs of your employees, you can create user roles (e.g. Field Service, Office Staff, Sales) in remberg to grant each user the respective authorizations in the system.

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Note: Send the template to [email protected]. We will create the user roles for you with the respective permissions.

To get a better overview of your internal users at various points in the system, you can simply group them into user groups (e.g. Service Technicians, Internal Service).

Note: Let us know which groups you need via [email protected] and we will be happy to create them for you.

External contacts are people who are assigned to external organizations. These are the employees of customers, partners etc. and can be linked to a variety of remberg objects (assets, cases, work orders...).

External contacts can be imported as a CSV file using the master data template (see above) or added manually in the system:

Add colleagues and employees of your organization as internal users under “Settings / General / Users” to collaborate with them, schedule, assign and link them. You can also add internal users without inviting them so that you can simply manage them in the system.

Internal users can be imported collectively as a CSV using the master data template (see above) or added manually in the system:

As soon as your system is filled with data, you can link cases to the master data (assets, organizations...) and grow the CV file of your assets.

Case Management is the central point of contact for all master data-related cases and offers the option of communicating with external parties directly in a case via email or with colleagues and employees via internal notes.

Cases can be fault reports, customer inquiries or spare parts orders. These messages can be created by internal users or external contacts. If they are to be created by external contacts, they require Portal access or your service email address must be connected to remberg.

Note: Our remberg AI Copilot 🪄 supports the daily work of your service employees! Create suggested answers, translate and refine texts and summarize long cases.

The following video gives you an introduction to the general functionality and shows you how to create cases. Try it out for yourself!

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Note: Send the template for individual data fields to [email protected]. We will create them for you.

Cases often result in work orders such as repairs or maintenance - create these and then schedule them in the clear Scheduling Board.

Work orders can be linked to other master data (cases, assets, organizations...) to ensure the best possible overview in the system.

You can also benefit from the automatic creation of recurring work orders (e.g. maintenance jobs) using maintenance plans.

Note: You can also use Work Order Management independently of Case Management.

The following videos will give you a brief introduction:

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Logging work orders or independently filling out forms such as checklists, service reports or maintenance logs has never been easier.

Create a new form from one of the available templates.

The following video gives you a short introduction:

Note: Form templates can be individually created and customized by the remberg team. Automations, such as pre-filling information from asset or work order data fields, can be configured individually for each template.

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Have you ever wondered how to fill out forms without internet access?

That's exactly why we developed the remberg mobile app optimized for field service, including offline mode with full access to all tasks, work orders and forms.

Download the app to your mobile device and give it a try!

Links to the app for iOS & Android:

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Upload important files and documents to the system and link them to asset types and assets in order to later have the files relevant for the respective asset displayed directly in the asset detail view.

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QR codes offer quick access to the asset history file and can be attached directly to the asset, for example.

Whether a technician needs to access the circuit diagram during a service call or the end customer wants to create a case directly on the asset via the portal - a scan opens exactly the right asset.

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With remberg, you not only have a transparent solution for your employees, but also for your customers. Share asset details, files and parts with your customers and benefit from the rapid creation of cases directly in the system.

Using QR codes, Portal users can access the right asset in the system even faster and with absolutely no errors.

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