Thank you for trusting us to help you manage your things better. This article is designed to help you get started and support you using the remberg XRM system.

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

Your installed base is the backbone of the remberg XRM system and adding organizations and assets, machines and equipment gives you the foundation to quickly make the system your own.

"Assets" are any type of machines, equipment or things that you manage and need work done on.

Note: For best results and a clean system, each asset should have an unique ID that is commonly used in the organization so that employees can easily find it in your remberg account.

"Organizations" can be customers, partners, distributors, and more with whom you are in contact and to whom assets can be assigned.

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To enable a setup of the system that is tailored to the usage needs of your employees, you can create user roles in remberg (e.g. field service, office service, sales) to give each user the respective permissions 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.

Add colleagues and employees of your organization as contacts or users via "Settings / Gernal / Users" to collaborate with, schedule, assign and link them.

To add contacts of external organizations there are two ways to do so:

Note: If users have not received the invitation email, ask them to check the spam folder of their e-mail client. In case there is no e-mail as well, you can then send an e-mail to [email protected] with the e-mail addresses that did not receive the e-mail invitation. We can provide temporary passwords.

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Once your system is filled with data, you can link cases to the installed base and grow the asset history file.

The Case Management is the central point of contact for all requests related to the installed base and offers the possibility to communicate directly in a case via e-mail (public message) with external parties or via short messages (internal note) with colleagues & employees.

The following video gives you an introduction to the general functionality and shows 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 turn into Work Orders - create your first work orders and then schedule them in the planning view. The following videos will give you a short introduction.

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

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

Documenting work or independently filling out forms, checklists and reports has never been easier. Create a new form from one of the available templates.

The following video will give you a brief introduction:

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

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

Whether it is a technician who needs to access the circuit diagram during a service call or the operating organization that wants to make an inquiry directly at the asset via the service portal - a scan opens exactly the right asset.

Find out below how you can link QR codes to your installed base: