Maintenance providers: how to use Mobility Work to manage all your clients from a single space

You manage 50 clients. You only need one tool.
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Are you a maintenance service provider? 

Your technicians work for 10, 50, or 200 different clients. Each client has their own equipment, sites, and contractual requirements. Your technicians spend their days in the field (in basements, ATEX zones), in factories where mobile networks don't reach.

Most CMMS solutions were designed for an internal maintenance department that manages a single site. Not for you.

With Mobility Work, you can create your own space (your network) and manage all your clients there. One tool, one database, one login. No need to juggle between your clients' spaces. You're in your own environment.

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Your space, your organization: segment by client without any development

The first challenge for a multi-client service provider using a CMMS is knowing which client each task, each piece of equipment, each intervention belongs to. Mobility Work provides several native mechanisms for this, without development, without additional modules.

Tags: one client = one tag, mandatory and visual

Mobility Work allows you to create tag groups. The key mechanism for a service provider:

1. Create a tag group Client

2. Add one tag per client (e.g., "Alpha Factory", "Beta Site", "Gamma Logistics")

3. Enable two options:
- Mandatory upon creation : impossible to create a task without selecting a client
- Single choice : each task is linked to a single client — no ambiguity

Each tag has its color. In the calendar, timeline, and task lists — you identify the client at a glance.

Tags also apply to equipment. Every pump, compressor, or AHU you maintain is tagged with its owning client. Consistency is complete: the equipment and its tasks carry the same client tag.
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What this changes day-to-day :

- A technician filters their tasks by client with one click

- A branch manager sees the workload per client in the calendar

- Exports and reports are filterable by client

- Analytics automatically breaks down expenses (parts + labor) by client — your client reporting is ready

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Cost centers: structure by contract or by site

Each piece of equipment in Mobility Work has a cost center, meaning a free text field automatically inherited by all linked tasks.
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For a service provider, the cost center naturally represents a contract or a client site :

- ALPHA-FACTORY-NORTH — Alpha client's north site

- BETA-CONTRACT-2026 — Beta client's annual contract

- GAMMA-SHUTDOWN-MAY — major ad-hoc shutdown
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The cost center is filterable everywhere: tasks, maintenance plans, calendar, spare parts... and analytics provides expense reporting by cost center, parts and

labor broken down.

The tag + cost center combination is the core of the model:

- The tag answers "for which client?"

- The cost center answers "on which contract / which site?"

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Custom fields: your contract metadata
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On each piece of equipment, you can add custom fields : text, number, date, boolean, reference.
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For a service provider, this is where you store contractual information:

- Client contact (text): the client's maintenance manager's name

- Contract number (text): the contract reference

- Contract end date (date): to anticipate renewals

- Contract frequency (text): monthly, quarterly, annually

These fields are visible on the equipment sheet and are searchable. Your technicians can access contractual information without leaving the tool.

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‍Organize your technicians: teams by client or by skill
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Teams by client: who works where

Create a team by client or by geographical area:

- "Client Alpha" Team → 3 dedicated technicians

- "Rhône-Alpes Area" Team → mobile technicians for the sector

When you assign a task to the "Client Alpha" team, all members see it in their calendar. The calendar displays rows per team — the branch manager sees at a

glance the workload per client.

A technician can belong to multiple teams simultaneously. Your refrigeration technician who works for two clients is on both teams and sees tasks for both.
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Teams by skill: simplify planning

Create teams by trade:

- "Electricians" Team

- "Refrigeration Technicians" Team

- "Hydraulics Technicians" Team

Instead of searching for which technician has the electrical certification, you assign the task to the "Electricians" team. Each team member sees the task. The first available person takes it.

The two approaches can be combined : the same technician can be in the "ClientAlpha" team AND in the "Electricians" team. The calendar rows reflect both levels.

You schedule by client or by skill, as needed.
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User tags: individual skills

In addition to teams, each technician can have individual tags : "CACES", "Electrical certification BR", "Hot work permit". These are visible markers on the profile, useful for quickly verifying that a technician has the required qualifications before assigning them.

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One-click work views: saved filters
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‍Each user can create saved filters — named combinations of criteria accessible with a single click as chips.

An agency manager creates:

- "Client Alpha" : Client Alpha tag + Client Alpha team + ALPHA-* cost center

- "My Daily Emergencies" : tasks assigned to me + today's date + "Urgent" tag

- "Overdue Preventive" : preventive tasks + overdue status

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A technician creates:

- "My Client Beta Tasks" : Client Beta tag + assigned to me

- "This Week" : date = current week

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Saved filters work across 19 view types : timeline, calendar, task search, analytics, maintenance plans, scheduler. Switching between views is instant; one click on the chip and the context changes.

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In the field: offline mobile and service report

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The mobile app that works offline

Your technicians work in areas without network coverage: basements, restricted areas, isolated sites. The Mobility Work mobile app operates in native offline mode. Data is stored locally and automatically synchronized as soon as a connection is re-established.

On-site, even offline:

- View assigned tasks

- Record activities (time spent, description, parts)

- Complete inspection checklists

- Take before/after intervention photos

- Scan equipment QR codes

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The service report, generated with a single click

Mobility Work automatically generates a complete PDF service report : description, dates, technicians, checklist, parts consumed, activities, signature area. The technician

generates it directly from their task, and the client receives their deliverable immediately. This report isn't just a convenience. It's your proof of service : the document that secures

your invoicing, protects your teams in case of dispute, and satisfies your clients' quality audits.

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Traceability: your best legal protection

In a results-based contract, the service provider must prove they were not at fault, not the client proving yours.

It's the reversed burden of proof. Without reliable traceability, you are exposed.

Mobility Work records every action in a complete, timestamped timeline : who did what, when, on which equipment, with which parts. Every modification is tracked.

Every photo is dated. Every checklist is signed.
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Automated contractual preventive maintenance

Your preventive maintenance contracts are the foundation of your recurring business.

In your Mobility Work network, you create your maintenance plans with each client's contractual frequencies. Each generated task is automatically assigned to the relevant team, carries the client tag, and inherits the equipment's cost center.

The complete cycle is covered in a single tool:

1. The maintenance plan generates the task at the correct frequency

2. The assigned team receives the notification

3. The technician performs the task, fills out the checklist, takes photos

4. The PDF report is generated

5. Analytics consolidates expenses by client and by contract

No re-entry, no forgotten tasks, no tasks falling through the cracks.

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‍Analytics: manage your business and report to your clients

As an administrator of your network, you have access to all analytics and exports:
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- Expenses by client tag : how much each client costs in parts and labor

- Expenses by cost center : breakdown by contract or by site

- Task status by tag : how many tasks are open, overdue, completed per client

- Time spent : hours per technician, per client, per period

- CSV Export : all tasks, activities, and equipment, filtered by your criteria
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This data directly feeds your Client reports monthly, without manual reprocessing.

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Recommended setup to get started

Your Mobility Work network

│

├── Tag Group "Client" (mandatory, single choice)

│ ├── Tag "Alpha Plant" (blue)

│ ├── Tag "Beta Site" (green)

│ └── Tag "Gamma Logistics" (red)

│

├── Cost Centers (on equipment)

│ ├── "ALPHA-USINE-NORD"

│ ├── "ALPHA-USINE-SUD"

│ └── "BETA-CONTRAT-2026"

│

├── Teams

│ ├── "Client Alpha" (3 dedicated technicians)

│ ├── "Client Beta" (2 technicians)

│ ├── "Electricians" (cross-functional skill)

│ └── "Refrigeration Technicians" (cross-functional skill)

│

├── Custom Fields (on equipment)

│ ├── "Client Contact" (text)

│ ├── "Contract No." (text)

│ └── "Contract End Date" (date)

│

└── Saved Filters (by user)

├── "Client View Alpha"

├── "Client View Beta"├── "My Daily Tasks"

└── "Overdue Preventive Maintenance"

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Roles in your network

- Administrator: Branch Manager, scheduler

- Technician: Field technicians. They can create equipment and maintenance plans, manage teams, access analytics and exports, configure tags and custom fields, create and process tasks, log activities, manage parts inventory, and view all network tasks. 

Technicians see all network tasks. They use filters and saved filters to focus on their clients.

This is a usage-based segmentation: each technician filters by their teams and client tags.