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Get started by trade
Pick a starter kit and OctoVault adds editable equipment records plus a checklist you can confirm against your real site.
Finding the right starter kit for your trade...
Service status
- Health
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- Build
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- Checked
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Organization
- Organization
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- Person
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- Tier
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- Access
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- Signed in
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- Workspace
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- People
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- Equipment
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- Files
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- Prefix
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- Next number
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- Setup
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Your workspace summary. Use Profile setup only when something still needs your input.
Upload documents
Drag your manuals, drawings, equipment lists and nameplate photos here, or choose files. PDF, Excel/CSV, images and CAD are accepted. Attach a batch to a specific asset or site (optional).
Drag & drop files here
or
Your documents
- Nothing here yet - add your first document above.
Assets
Equipment records appear here after they have a machine name and equipment number.
No assets yet.
Import your equipment list (asset register)
Already have a list of your machines? Upload it and we'll add and sort each one for you - no manual entry. CSV files work right now; Excel turns on at launch.
Warranties & Contracts
Keep your warranties, service contracts and purchase orders in one place. Tap "Track contract" on any document and we'll pull out the important dates, the vendor, and what's covered - so nothing slips past its expiry.
No warranties or contracts tracked yet.
Document Q&A
Have a question buried in a manual or invoice? Tap "Ask this doc" on any file and ask in plain English - we'll find the answer for you instead of making you read the whole thing. A few questions per document are free; asking across all your documents at once comes with paid plans.
No questions asked yet.
Maintenance history
A running history of every service and repair. Tap "Log maintenance" on any machine above to jot down what was done - it shows up here, newest first.
No maintenance logged yet.
Shop at a glance
A plain-English rundown of what needs your attention this week - maintenance that's overdue or coming up, warranties about to expire, and the machines that matter most. It's all drawn from your own records; we don't guess at failures. Available on Professional and above.
Quick passport
Each asset has a printable QR code (click "QR code" on an asset card above). Scanning it opens that asset's Passport - a role-aware summary showing only what the scanning person is allowed to see. To preview the resolve flow here, paste a token or its /p/<token> path, pick a role, and open it.
What's here
More OctoVault features are on the way:
- Live Bulk document upload
- In development Manual to maintenance plan (auto-extract)
- Live Photo condition check
- Live Nameplate capture to asset record