---

name: maintainx-core-workflow-b description: | Execute MaintainX secondary workflow: Asset and Location management. Use when managing equipment assets, organizing locations/facilities, building asset hierarchies, and tracking equipment maintenance history. Trigger with phrases like "maintainx asset", "maintainx location", "equipment tracking", "asset management", "facility hierarchy". allowed-tools: Read, Write, Edit, Bash(npm:), Bash(curl:), Grep version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io

MaintainX Core Workflow B: Asset & Location Management

Overview

Manage equipment assets and locations in MaintainX. Assets represent equipment that requires maintenance; locations organize your facilities.

Prerequisites

• Completed maintainx-install-auth setup
• Understanding of asset hierarchy concepts
• MaintainX account with asset management permissions

Asset Hierarchy Model

Organization
├── Location: Main Plant
│   ├── Sub-Location: Building A
│   │   ├── Asset: HVAC Unit A1
│   │   │   └── Sub-Asset: Compressor
│   │   └── Asset: Conveyor Line 1
│   └── Sub-Location: Building B
│       └── Asset: Boiler System
└── Location: Warehouse
    └── Asset: Forklift Fleet
        ├── Sub-Asset: Forklift #1
        └── Sub-Asset: Forklift #2

Instructions

Step 1: Query Locations

// src/workflows/asset-location.ts
import { MaintainXClient } from '../api/maintainx-client';

interface Location {
  id: string;
  name: string;
  address?: string;
  parentId?: string;
  children?: Location[];
}

// Get all locations
async function getAllLocations(client: MaintainXClient): Promise<Location[]> {
  const allLocations: Location[] = [];
  let cursor: string | undefined;

  do {
    const response = await client.getLocations({ cursor, limit: 100 });
    allLocations.push(...response.locations);
    cursor = response.nextCursor || undefined;
  } while (cursor);

  return allLocations;
}

// Build location hierarchy tree
function buildLocationTree(locations: Location[]): Location[] {
  const locationMap = new Map<string, Location>();
  const rootLocations: Location[] = [];

  // First pass: create map
  locations.forEach(loc => {
    locationMap.set(loc.id, { ...loc, children: [] });
  });

  // Second pass: build tree
  locations.forEach(loc => {
    const node = locationMap.get(loc.id)!;
    if (loc.parentId && locationMap.has(loc.parentId)) {
      const parent = locationMap.get(loc.parentId)!;
      parent.children!.push(node);
    } else {
      rootLocations.push(node);
    }
  });

  return rootLocations;
}

// Print location tree
function printLocationTree(locations: Location[], indent = 0) {
  const prefix = '  '.repeat(indent);
  locations.forEach(loc => {
    console.log(`${prefix}├── ${loc.name} (${loc.id})`);
    if (loc.children && loc.children.length > 0) {
      printLocationTree(loc.children, indent + 1);
    }
  });
}

// Usage
async function displayLocationHierarchy(client: MaintainXClient) {
  console.log('=== Location Hierarchy ===\n');
  const locations = await getAllLocations(client);
  const tree = buildLocationTree(locations);
  printLocationTree(tree);
}

Step 2: Query Assets

interface Asset {
  id: string;
  name: string;
  serialNumber?: string;
  model?: string;
  manufacturer?: string;
  status: 'OPERATIONAL' | 'NON_OPERATIONAL' | 'DECOMMISSIONED';
  locationId?: string;
  location?: Location;
  parentAssetId?: string;
  customFields?: Record<string, any>;
  createdAt: string;
  updatedAt: string;
}

// Get all assets
async function getAllAssets(client: MaintainXClient): Promise<Asset[]> {
  const allAssets: Asset[] = [];
  let cursor: string | undefined;

  do {
    const response = await client.getAssets({ cursor, limit: 100 });
    allAssets.push(...response.assets);
    cursor = response.nextCursor || undefined;
  } while (cursor);

  return allAssets;
}

// Get assets by location
async function getAssetsByLocation(
  client: MaintainXClient,
  locationId: string
): Promise<Asset[]> {
  const response = await client.getAssets({ locationId, limit: 100 });
  return response.assets;
}

// Get asset details
async function getAssetDetails(
  client: MaintainXClient,
  assetId: string
): Promise<Asset> {
  return client.getAsset(assetId);
}

Step 3: Asset Analysis

interface AssetAnalysis {
  totalAssets: number;
  byStatus: Record<string, number>;
  byLocation: Record<string, number>;
  byManufacturer: Record<string, number>;
  noLocation: Asset[];
}

async function analyzeAssets(client: MaintainXClient): Promise<AssetAnalysis> {
  const assets = await getAllAssets(client);

  const analysis: AssetAnalysis = {
    totalAssets: assets.length,
    byStatus: {},
    byLocation: {},
    byManufacturer: {},
    noLocation: [],
  };

  assets.forEach(asset => {
    // Count by status
    const status = asset.status || 'UNKNOWN';
    analysis.byStatus[status] = (analysis.byStatus[status] || 0) + 1;

    // Count by location
    if (asset.location?.name) {
      const loc = asset.location.name;
      analysis.byLocation[loc] = (analysis.byLocation[loc] || 0) + 1;
    } else {
      analysis.noLocation.push(asset);
    }

    // Count by manufacturer
    if (asset.manufacturer) {
      analysis.byManufacturer[asset.manufacturer] =
        (analysis.byManufacturer[asset.manufacturer] || 0) + 1;
    }
  });

  return analysis;
}

// Print analysis report
function printAssetReport(analysis: AssetAnalysis) {
  console.log('=== Asset Analysis Report ===\n');
  console.log(`Total Assets: ${analysis.totalAssets}\n`);

  console.log('By Status:');
  Object.entries(analysis.byStatus).forEach(([status, count]) => {
    console.log(`  ${status}: ${count}`);
  });

  console.log('\nBy Location:');
  Object.entries(analysis.byLocation)
    .sort((a, b) => b[1] - a[1])
    .slice(0, 10)
    .forEach(([loc, count]) => {
      console.log(`  ${loc}: ${count}`);
    });

  console.log('\nBy Manufacturer:');
  Object.entries(analysis.byManufacturer)
    .sort((a, b) => b[1] - a[1])
    .slice(0, 10)
    .forEach(([mfr, count]) => {
      console.log(`  ${mfr}: ${count}`);
    });

  if (analysis.noLocation.length > 0) {
    console.log(`\nAssets without location: ${analysis.noLocation.length}`);
  }
}

Step 4: Asset Work Order History

// Get maintenance history for an asset
async function getAssetMaintenanceHistory(
  client: MaintainXClient,
  assetId: string
) {
  const workOrders = await client.getWorkOrders({
    assetId,
    limit: 100,
  });

  // Analyze work order history
  const history = {
    total: workOrders.workOrders.length,
    completed: workOrders.workOrders.filter(wo => wo.status === 'DONE').length,
    open: workOrders.workOrders.filter(wo => wo.status === 'OPEN').length,
    inProgress: workOrders.workOrders.filter(wo => wo.status === 'IN_PROGRESS').length,
    recentWorkOrders: workOrders.workOrders.slice(0, 5),
  };

  return history;
}

// Generate asset report card
async function generateAssetReportCard(
  client: MaintainXClient,
  assetId: string
) {
  const asset = await getAssetDetails(client, assetId);
  const history = await getAssetMaintenanceHistory(client, assetId);

  console.log('=== Asset Report Card ===\n');
  console.log(`Name: ${asset.name}`);
  console.log(`ID: ${asset.id}`);
  console.log(`Status: ${asset.status}`);
  console.log(`Serial Number: ${asset.serialNumber || 'N/A'}`);
  console.log(`Manufacturer: ${asset.manufacturer || 'N/A'}`);
  console.log(`Model: ${asset.model || 'N/A'}`);
  console.log(`Location: ${asset.location?.name || 'Not assigned'}`);
  console.log(`\nMaintenance History:`);
  console.log(`  Total Work Orders: ${history.total}`);
  console.log(`  Completed: ${history.completed}`);
  console.log(`  Open: ${history.open}`);
  console.log(`  In Progress: ${history.inProgress}`);

  if (history.recentWorkOrders.length > 0) {
    console.log('\nRecent Work Orders:');
    history.recentWorkOrders.forEach(wo => {
      console.log(`  - ${wo.title} (${wo.status})`);
    });
  }

  return { asset, history };
}

Step 5: Location-Based Asset View

// Get assets organized by location
async function getAssetsGroupedByLocation(client: MaintainXClient) {
  const locations = await getAllLocations(client);
  const assets = await getAllAssets(client);

  const assetsByLocation: Map<string, Asset[]> = new Map();

  // Group assets by location
  assets.forEach(asset => {
    const locId = asset.locationId || 'UNASSIGNED';
    if (!assetsByLocation.has(locId)) {
      assetsByLocation.set(locId, []);
    }
    assetsByLocation.get(locId)!.push(asset);
  });

  // Create location map for names
  const locationMap = new Map(
    locations.map(loc => [loc.id, loc.name])
  );

  // Print organized view
  console.log('=== Assets by Location ===\n');
  assetsByLocation.forEach((locAssets, locId) => {
    const locName = locationMap.get(locId) || locId;
    console.log(`\n${locName} (${locAssets.length} assets):`);
    locAssets.forEach(asset => {
      const status = asset.status === 'OPERATIONAL' ? '[OK]' : '[!]';
      console.log(`  ${status} ${asset.name}`);
    });
  });

  return assetsByLocation;
}

Step 6: Preventive Maintenance Planning

interface PMSchedule {
  assetId: string;
  assetName: string;
  lastMaintenanceDate?: Date;
  nextDueDate: Date;
  frequency: string; // e.g., "30 days", "quarterly"
  tasks: string[];
}

// Plan preventive maintenance based on asset types
function generatePMSchedule(assets: Asset[]): PMSchedule[] {
  const schedules: PMSchedule[] = [];

  assets.forEach(asset => {
    // Skip non-operational assets
    if (asset.status !== 'OPERATIONAL') return;

    // Example PM schedules based on asset type (infer from name)
    const name = asset.name.toLowerCase();

    if (name.includes('hvac') || name.includes('air')) {
      schedules.push({
        assetId: asset.id,
        assetName: asset.name,
        nextDueDate: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000),
        frequency: '30 days',
        tasks: [
          'Replace air filters',
          'Check refrigerant levels',
          'Inspect belts and pulleys',
          'Clean coils',
          'Test thermostat',
        ],
      });
    } else if (name.includes('pump')) {
      schedules.push({
        assetId: asset.id,
        assetName: asset.name,
        nextDueDate: new Date(Date.now() + 90 * 24 * 60 * 60 * 1000),
        frequency: '90 days',
        tasks: [
          'Check seal condition',
          'Inspect impeller',
          'Verify flow rates',
          'Lubricate bearings',
        ],
      });
    } else if (name.includes('conveyor')) {
      schedules.push({
        assetId: asset.id,
        assetName: asset.name,
        nextDueDate: new Date(Date.now() + 7 * 24 * 60 * 60 * 1000),
        frequency: '7 days',
        tasks: [
          'Inspect belt tension',
          'Check motor operation',
          'Lubricate rollers',
          'Clean sensors',
        ],
      });
    }
  });

  return schedules;
}

// Create work orders from PM schedule
async function createPMWorkOrders(
  client: MaintainXClient,
  schedules: PMSchedule[]
) {
  const created = [];

  for (const schedule of schedules) {
    const workOrder = await client.createWorkOrder({
      title: `Scheduled PM - ${schedule.assetName}`,
      description: `
## Preventive Maintenance
Frequency: ${schedule.frequency}

## Tasks
${schedule.tasks.map(t => `- [ ] ${t}`).join('\n')}
      `,
      priority: 'MEDIUM',
      assetId: schedule.assetId,
      dueDate: schedule.nextDueDate.toISOString(),
    });
    created.push(workOrder);
  }

  return created;
}

Output

• Complete location hierarchy view
• Asset inventory analysis
• Asset maintenance history
• Location-based asset groupings
• Preventive maintenance schedules

Error Handling

Error	Cause	Solution
404 Not Found	Invalid asset/location ID	Verify ID exists
Empty Results	No data or wrong filter	Check query parameters
Pagination issues	Missing cursor handling	Use pagination helper
Permission denied	Insufficient access	Verify user permissions

Asset Status Reference

Status	Description	Action
OPERATIONAL	Working normally	Schedule PM
NON_OPERATIONAL	Not functioning	Create repair WO
DECOMMISSIONED	Retired from use	Archive/remove

Resources

• MaintainX Assets Guide
• MaintainX Locations
• API Documentation

Next Steps

For troubleshooting common issues, see maintainx-common-errors.