PlantAir / Workspace
Overview
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Signed in
PLANTAIR OVERVIEW
Your operation in one place.
Plants, equipment, work orders and maintenance, on the same cloud as the mobile app.
Cloud connected
MAINTENANCE
Coming up
PLANT
Work needing attention
SALES PRO
Sales command center
A Salesforce-style view of pipeline, accounts, activities and site visits.
PIPELINE
By stage
ACTIVITY
Next actions
CRM
Accounts
Customer and prospect records with contacts, opportunities and activity history.
| Account | Type | Location | Owner | Open Pipeline | Next Activity |
|---|
PIPELINE
Opportunities
Move deals through your pipeline and keep every next step visible.
ACTIVITIES
Tasks & follow-up
Calls, emails, meetings and follow-ups across your sales team.
| Subject | Type | Account | Due | Status | Owner |
|---|
FIELD SALES
Site visits
Plan, review and retain every compressed-air survey and customer visit.
PLANT
Plant operations dashboard
See the health of every plant, asset and maintenance workflow.
FACILITIES
Plant status
WORK
Scheduled & active
FACILITIES
Plants
Click a plant to open its equipment, maintenance and work-order record.
ASSET MANAGEMENT
Equipment
Compressors, dryers, filters, receivers and supporting equipment.
| Asset | Type | Plant | Serial | Status | Next Service |
|---|
CMMS
Work orders
Create, schedule, assign, update and close work from the web.
| Work Order | Customer / Plant / Equipment | Priority | Schedule | Assigned | Status |
|---|
PREVENTIVE MAINTENANCE
Maintenance
Upcoming PM plans and service history tied directly to each asset.
PM PLANS
Upcoming maintenance
SERVICE HISTORY
Recent service
SERVICE
Service requests
Ask for a repair, a maintenance visit, parts or a quote. The request goes out with the equipment details you choose.
| Request | Equipment | Urgency | Sent | Status |
|---|---|---|---|---|
| Open this tab to load your requests. | ||||
You see the requests you sent. PlantAir shares each request only with the compressed air provider it connects you with.
MASTER ADMIN
Platform control center
Global visibility across users, companies, subscriptions and plant operations.
USERS
All accounts
| User | Company | Role | Sales Pro | Platform Admin | Joined |
|---|
COMPANIES
All workspaces
SUBSCRIPTIONS
Recent subscriptions
MASTER MANUAL LIBRARY
Upload, review & clean up manuals
Bulk upload PDFs, watch ingestion status, and resolve manuals that need attention without leaving the portal.
BULK UPLOAD
Add manufacturer PDFs
Select many PDF manuals at once. Each file is stored in the secure manual library and submitted to the existing ingestion pipeline.
No files selected.
CLEANUP
Review controls
Bulk approve, retry, mark duplicate or reject. Search and filter the review queue before acting.
| Manual | Detected | Confidence | Reason | Updated | Actions | |
|---|---|---|---|---|---|---|
| Open Manual Library to load review items. | ||||||
TEAM
People & roles
Job roles decide what each person sees first and which alerts they get. Admins can change roles and invite people.
| Person | Job role | Access | Status |
|---|
INVITE
Add someone to the team
They join automatically when they sign in or create an account with this email.
PENDING
Invitations
GUIDE
What each role gets
ACCOUNT
Your workspace
Cloud identity and access for web, iPhone and Android.
Profile
- Name
- —
- —
- Company
- —
- Role
- —
- Job role
- —
Notifications
Platform
Automatic cloud sync
The web platform and the mobile app share one cloud. Anything you add here shows up in the app, and the other way round.