This guide walks you through a complete first-time setup. By the end, you will have a working organization with a location, an asset, a work order, and your team invited.
You need a valid email address to register. If your team already uses FacilityLane, ask an Admin to invite you instead — see Invite your team.
1

Create your account

  1. Open the FacilityLane registration page.
  2. Enter your email, password, first name, last name, and an organization name.
  3. Select Create Account. You are signed in and your organization workspace is created automatically.
FacilityLane registration form showing email, password, name, and organization name fields

The registration form with organization name field

2

Set up your organization

  1. Go to Settings → Organization.
  2. Upload your logo and confirm the organization name and slug.
  3. Set your timezone, date format, currency, and language.
  4. Select Save.
These defaults apply to all users in your organization. See Organization settings for details.
3

Add a location

  1. Open Locations in the left navigation.
  2. Select Add Location and enter the site or building name and address.
  3. Select Save.
Locations anchor your assets and work orders, and they also control location-scoped user access. See Locations.
4

Add your first asset

  1. Open Assets and select Add Asset.
  2. Enter a name (for example, “AHU-01 Rooftop Unit”), choose the location, and set a parent asset if it belongs to a hierarchy.
  3. Optionally add criticality, model, serial number, and photos.
  4. Select Save.
Add Asset form with name, location, parent asset, and criticality fields

Creating an asset with location and hierarchy fields

You can generate a QR code for the asset so technicians can scan it in the field to open its record or report an issue.
5

Create your first work order

  1. Open Work Orders and select Create Work Order.
  2. Enter a title and description, then pick the asset and location you just created.
  3. Set a priority and, optionally, a due date and assignee.
  4. Select Create.
Create Work Order form with title, description, asset, priority, and assignee fields

The new work order form linked to an asset

The work order appears on your Dashboard in the recent work orders feed and stats widgets.
6

Invite your team

  1. Go to Users and select Invite User.
  2. Enter each teammate’s email, choose a role (for example, Technician), and set their location scope (Global or specific locations).
  3. Select Send Invite. Each person receives an email link to join your organization.
See Invite your team for role guidance.
7

Get the mobile app

Install FacilityLane on iOS or Android so technicians can work in the field. See Install the mobile app.

​
What to do next

  • Set up Preventive Maintenance schedules so routine work orders generate automatically.
  • Add spare parts in Inventory and set reorder points for low-stock alerts.
  • Enable the public request form with a QR code so anyone can report issues — see Requests.
  • Try the LAYLA AI assistant to create work orders in plain language.