The Process

From setup to completed PM in five steps.

BWBRB PM Software is designed to be straightforward. Set up once, reuse your templates every cycle, and keep clean records without the complexity of a full CMMS.

01

Set Up Your Company

Start by entering your company name and basic information. Pro and Business plans let you add your company logo so it appears on every printed work order and maintenance record.

  • Company name and branding
  • Logo upload (Pro/Business)
  • Basic company information for work-order headers
02

Add Your Equipment

Build your equipment database with the details that matter on the floor. Every record stores the information your team needs to identify and service the asset.

  • Equipment name and asset ID
  • Manufacturer, model, and location
  • Searchable and filterable records
  • Archive equipment without permanent deletion
03

Build a PM Template

Create a reusable PM template for each piece of equipment or maintenance type. Define the checklist tasks once — including Safety/LOTO steps — and reuse the template every cycle.

  • Assign to specific equipment or keep general
  • Set frequency, work type, and default priority
  • Add unlimited checklist tasks
  • Organize tasks into sections (Safety/LOTO, Mechanical, Electrical, etc.)
  • Duplicate templates to speed up setup
04

Create a Work Order

With one action, generate a complete work order from your PM template. Equipment details, checklist tasks, frequency, and priority carry over automatically — no re-entering the same information.

  • Equipment info pre-populated from template
  • Checklist tasks copied and ready to complete
  • Technician name and employee # fields
  • Auto-generated work order number
  • Edit any field before saving
05

Complete and Record the Work

The technician works through the checklist, documents what was done in the Work Performed field, and records any parts used. Save the completed record and print a professional copy for your files.

  • Check off each task as completed
  • Work Performed: document maintenance, findings, and follow-ups
  • Parts Used: Part #, Description, Quantity
  • Save as completed maintenance record
  • Print professional work order with company branding

Ready to get started?

Free to start. No complicated setup. Build your first PM template in minutes.