--- title: Makula in 10 Steps; Self Start Guide | Makula Help Center description: Makula Help Center --- [Skip to content](https://help.makula.io/en/makula-in-10-steps-self-start-guide-makula-help-center#main-content) English Show submenu for translations Makula Technology GmbH Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Makula Help Center](https://help.makula.io/en?hsLang=en) 2. [New to Makula](https://help.makula.io/en/new-to-makula?hsLang=en) 3. [Account Setup](https://help.makula.io/en/new-to-makula?hsLang=en#account-setup) # Makula in 10 Steps; Self Start Guide | Makula Help Center ### Makula in 10 Steps; Self Start Guide This article will walk you through the steps to set up your Makula platform and start using it for your business Written by George Newman January 8, 2024 This article is meant to give you a breakdown of what information you need to start entering and will provide links to articles for each of the sections. Before we get started make sure you are logged into your account and are ready to go! We will walk you through the steps and will let you know what needs to be entered first so that your account is 100% set up and ready to go. The order given below will help you set up the account: ### **Step 1:** **Create Custom Fields for the Work Orders, Assets, Customers, and Inventory** Custom field creation will allow you to capture specific information tailored to your organization's needs. You can create these fields for Customers, Production Lines, Machines, Parts, and Work Orders. Before uploading your Assets, Customers, and Inventory data on the platform, defining custom fields will help you map the data to the corresponding custom fields on the platform. Click the button below for How to ### **Step 2:** **Upload or Create Customers** The first thing you will want to do is add your customers to your account. The work orders cannot be created without the customers on the platform. **NOTES:** Each customer should have a unique ID, this will help you to accurately report on work done at those customers’ sites. Click the buttons below for How to ### **Step 3:** **Upload or Add Customer's User Accounts** After you have added the Customers to your portal, you can add your customer users on the platform to give them access to the Customer Portal. **NOTES:** Each customer user account should have a unique email ID, this will help you accurately track work orders created by the customers. Click the buttons below for How to ### **Step 4:** **Upload or Create Assets** Assets can be your production lines, Machines, or Components that will require work to be done on them. **NOTES:** Each asset should have a unique serial number or ID, this will help you to accurately report on work done at those assets. Click the buttons below for How to ### **Step 5:** **Upload or Create Inventory** Parts creation will allow you to optimize data being added to work orders and machines as well as help you track your current Inventory. **NOTES:** Each part should have a unique article number, this will help you to accurately map them to the machines and components. Click the buttons below for How to ### Step 6: Create Custom Statuses for Work Orders Makula provides a set of custom statuses that you can use for the work orders. You can also define your custom statuses for work orders in the main settings of your platform. This will empower you to tailor your work order management workflow to match your organization's unique processes and needs. Click the button below for How to ### Step 7: Invite Your Team Members to Makula Platform Once you invite your team members to the platform they will receive an email notification with the sign-in credentials and a link to directly go to the platform. Click the buttons below for more info: ### Step 8: Create a Work Order Now you have added all of your data, created custom fields, defined work order statuses, and invited your users to the platform. You can start creating the work orders. Click the button below for How to ### Step 9: Create Preventive Maintenance Events You can also create Preventive Maintenance Events that will auto-fire off work orders that need to be done on a set schedule or regular basis. This will save you time and help you plan for what is to come! Click the button below for How to ### Step 10: Create Procedure Templates You can also add Procedures to create and maintain a comprehensive procedures library, digitally defining all machine service procedures and conveniently attaching the necessary resources for engineers to reference. These procedures can be attached to work orders and will be readily available for your team members. Click the button below for How to ### Step 11: Configure Branding for the Customer Portal You can customize the branding and appearance of the Customer Portal to match your company's identity. This feature gives you the flexibility to create a seamless and consistent user experience for your customers. Click the button below for How to - - - - - - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Help Desk and Ticketing](https://help.makula.io/en/field-service?hsLang=en#help-desk-and-ticketing) - [Quotes and Invoices](https://help.makula.io/en/field-service?hsLang=en#quotes-and-invoices) - [Reports and Analytics](https://help.makula.io/en/field-service?hsLang=en#reports-and-analytics) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Installed Base Management](https://help.makula.io/en/field-service?hsLang=en#installed-base-management) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025) - [Release Notes - 2026](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2026) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [AI](https://help.makula.io/en/field-service?hsLang=en#ai) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Customer Management](https://help.makula.io/en/field-service?hsLang=en#customer-management) - [New to Makula](https://help.makula.io/en/new-to-makula?hsLang=en#main-content) - [Account Setup](https://help.makula.io/en/new-to-makula?hsLang=en#account-setup) - [Teams](https://help.makula.io/en/new-to-makula?hsLang=en#teams) - [Upload Data to Makula](https://help.makula.io/en/new-to-makula?hsLang=en#upload-data-to-makula) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [AI](https://help.makula.io/en/field-service?hsLang=en#ai) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2023](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2023) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Customer Portal](https://help.makula.io/en/field-service?hsLang=en#customer-portal) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Digital Service Forms](https://help.makula.io/en/field-service?hsLang=en#digital-service-forms) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2024](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2024) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Digital Service Forms](https://help.makula.io/en/field-service?hsLang=en#digital-service-forms) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Makula Integrations](https://help.makula.io/en/makula-integrations?hsLang=en) - [Field Service](https://help.makula.io/en/field-service?hsLang=en#main-content) - [Work Order Management](https://help.makula.io/en/field-service?hsLang=en#work-order-management) - [Makula Product Releases](https://help.makula.io/en/makula-product-releases?hsLang=en#main-content) - [Release Notes - 2025](https://help.makula.io/en/makula-product-releases?hsLang=en#release-notes-2025) - [Makula User, Team, Roles & Permissions](https://help.makula.io/en/makula-user-team-roles-permissions?hsLang=en) # Makula Technology GmbH [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Makula Technology GmbH