All You Need to Know as a New User

All You Need to Know as a New User

Welcome to the Knowledge Base! We've gathered together all of our best help videos to get you started with creating records all the way to your first mobile inspection. Below, you'll find links to the articles that will guide you through the system as a new user of Otuvy QM. They are best if you follow them in order, but feel free to jump to the articles that you want to explore first! To begin, get a feel for the way Otuvy QM is organized by watching our Otuvy QM Overview video. Then you can move on to the more detailed work!

Always start with a good understanding of the organization within your company and the clients. The SP organization chart helps pair your employees to the locations they are in charge of, while the Client organization chart will help you pair contacts with their respective locations. 
  1. Build a Basic Service Provider Organization Chart
  2. Build a Basic Client Organization Chart
  3. SP Organization Chart Advanced Use
Once you understand the organization charts, you can get started with entering in all of your clients, locations, contacts, and employees.
  1. Create a Client Record
  2. Creating a Service Location Record
  3. Create a Contact Record
  4. Creating an Employee/Contractor Record
  5. Giving an Employee or Contact Access to Otuvy QM
Now that all of your client and employee records are setup, a final step to being ready for inspections is creating a job template and assigning it to your location(s). Then you can start with your inspections!
  1. Create a Job Template
  2. Importing Job Templates
  3. Editing a Job Template
  4. Assigning or Unassigning a Job Template
  5. Perform a Mobile Inspection
You may want to leverage some optional advanced inspection setup templates to provide further clarity to your inspection findings.
  1. Create a Sublocation/Section Template
  2. Importing Sublocation Templates
  3. Create a Sublocation Service Assignment Template
  4. Custom Questions for Inspections
After you finish inspections, your system might be set up to turn the results into work orders. Our work order system functions a lot like email.
  1. Work Orders Overview
If you've also purchased access to the Operational Intelligence Dashboards, check out this video and article. The Dashboards will help you see at a glance how your company stands and where you can improve.
  1. Otuvy Operational Intelligence Dashbaords
We hope that this collection of videos will help you get started on your road to running your company with Otuvy QM! To explore further customization, go ahead and search the rest of the knowledge base or email vip@otuvy.com with questions!!

    • Related Articles

    • New Otuvy QM Mobile Experience (Teaser)

      Video Transcript Okay, we just rolled out a major upgrade to the Otuvy QM Mobile Experience, not by adding complexity but by making it faster, clearer, and more powerful in the field. This update is built around what matters most on-site, doing the ...

    • Otuvy QM Overview

      Video Transcript Welcome to CleanTelligent! CleanTelligent can do a lot for your company and understanding how it works is vital. To get started, let’s show you where everything is! Each person’s default view is different, but for most users, when ...

    • Record Cleanup

      It’s really easy for things to get cluttered in Otuvy QM and occasionally you need to clean things up. Whether you’ve lost a client, one of your employees is no longer with your company, or if a location is no longer being serviced you will want to ...

    • Setting Up External Emails in Otuvy QM

      Generate Work Orders from Emails in Otuvy QM External emails allow you to connect 3rd party work order systems with Otuvy QM or submit work orders via email. External email setup involves combining several parts of Otuvy QM's system: Creating ...

    • Turn Raw Data into Operational Signals Webinar

      This customer webinar explains how to transform everyday inspection and work order data in Otuvy QM into meaningful operational signals that guide action, improve service quality, and strengthen client communication. The session walks through a ...