All guides
196 articles across 16 topics
Getting started
- Creating your workspace
Seven short steps from "Create a company" to an open workspace with you as its owner.
- Finding your way around the workspace
The navigation rail, the top bar, search and the account menu of the office workspace.
- The notification bell and inbox
Every notification you're sent is kept in one inbox, and each row opens the record it's about.
- Reading your dashboard
The cards, the reporting period and the filters, and how to tell operational totals from your own next steps.
- Signing in to Maliru
No passwords. You sign in with your mobile number and a one-time SMS code.
- Welcome to Maliru
One workspace for field operations, from the job and the schedule to the proof, the money and the audit trail.
- Getting help inside Maliru
Marie, Maliru's AI assistant, the guides, a conversation with the Maliru team and news from Maliru, open to everyone.
- Customising and sharing dashboards
Choose your cards and layout, keep named dashboards, and share a team view on Crew or above.
- Dark mode and row density
Choose light or dark and how tightly registers are packed. It's your own choice, on each device.
- Saved views: for you or for the office
Keep a register's search, filters and sort under a name, share it with the office, and choose the view a register opens on.
- Getting the Maliru app on your phone
Download Maliru for Android or iPhone, or use it in your phone's browser, then sign in with your mobile number.
- Calls with Maliru support
When a chat isn't enough, Maliru support can talk it through with you on a call, and see your screen if you share it.
- Marie, your assistant in Maliru
Ask Marie how to do something, find any record by typing its name or number, and get answers from your own records.
- Switch Marie on for your workspace
Marie reads your workspace's records only once an owner has switched her on. What changes, who can switch her off, and where the data goes.
- Reminders and watches with Marie
Ask Marie to remind you about something, or to tell you only if something hasn't happened by a time.
- What Marie remembers
Marie doesn't learn by training on your data. She remembers only what you agree to, and lists all of it for you to delete.
- What Marie can do for you, and what she never does
On Crew, Marie prepares routine changes and you confirm them. Some things she never does, however she's asked.
Jobs and work orders
- Authorisations and permits
Define permit types, let field staff request them from a job, and track validity and expiry in one place.
- Eligibility: who is allowed to do the work
One set of rules decides whether a person may do a job over its dates — and says exactly why not.
- When someone can't start: asking for and allowing a start
A worker blocked by a missing credential sees why and asks; a supervisor allows it for that job, or refuses.
- Creating and importing jobs
Add jobs one at a time or several in a grid, import thousands from a spreadsheet, and copy or change many at once.
- Custom fields and columns
Typed fields for your jobs — text, numbers, dates, dropdowns, files and links — in a layout the office shares.
- Jobs, workstreams and statuses
Workstreams are your job types — each with its own fields, statuses and saved views.
- Workstream settings
Title column, evidence and permits each job needs, managers, route report columns and client-facing fields.
- Finding jobs: filters, quick filters and shared views
Narrow the Jobs table by dates, client, status, billing or any field, and save it for yourself or the office.
- Managing clients
Hold the clients your jobs belong to — contacts, billing details and evidence rules — and archive safely.
- Sites and locations
The places work happens — depots, work areas and addresses — set on a job or dropped onto a shift.
- Inside a job: the record, updates and history
Open a job to see its fields and its conversation side by side — updates, evidence, forms and history.
- What a job has spent, committed and invoiced
The Spent column and the job's Costs block add up the bills, expenses and invoices already on the record.
- Call-out priorities and the service clock
Give a call-out its priority, watch its response and fix times, and give the reason when a target is missed.
- Parents and sub-jobs in route workstreams
Keep one piece of work with several parts as a parent, and schedule and bill each part as its own sub-job.
Scheduling and dispatch
- Allocating routes to a worker or crew
Bundle a route's jobs into one card, give it to one person or a crew of up to 20, and follow progress.
- Confirmations, declines and automatic reminders
Every published shift asks the worker to confirm — and Maliru chases silence for you before the start time.
- Editing or cancelling a published route
Change a route's jobs, window, title or crew after publishing — and take back a cancel within 15 seconds.
- Finding your way around the Schedule
List, Calendar and Board — three ways to see the same schedule, with filters, bulk actions and exports.
- Cancelled by mistake? Undo within 15 seconds
A cancelled shift or route vanishes at once, but nothing is sent for 15 seconds — Undo puts it back.
- Creating shifts: from draft to published
Plan a shift privately as a draft, then publish it so the team sees it in My Day and can confirm.
- Clashes, leave and who cannot go
Double bookings and leave are flagged, never blocked; missing credentials or permits can stop a save.
- Changing, moving and copying many shifts at once
Tick shifts to change their team, move them, put them on one clock, copy them forward, publish or cancel.
- Adding many shifts at once
Fill in a row per shift — job, team, site and time — and save them all as drafts or publish together.
- Sending a client a whereabouts sheet
Who is where, as a grid — for a day, week or month, prepared for one client and saved as a template.
- Exporting the schedule to Excel, CSV or a printable sheet
Take ticked or filtered shifts out as a spreadsheet, a file for another system, or a page to pin up.
- Emailing a whereabouts sheet now or at 7am
Preview the sheet, email it to the client as your workspace, or prepare it tonight and post it in the morning.
- Planned maintenance: visits that raise themselves
A contract's recurring visits arrive on the Schedule as drafts, ready to publish, and say whether each was done on time.
Time and timesheets
- Clocking in and out
Start and stop the clock against today's work, take breaks, switch jobs, and fix a clock-out you forgot.
- Leave and time off
Request and approve leave, and set up the leave year, entitlements, public holidays and leave types.
- Time off in lieu (TOIL)
TOIL is a leave type with a balance you set. Nothing turns overtime into time off on its own.
- Leave balances: what's left, setting an entitlement, and changing someone's leave
The balances register, one person's year in full, setting a figure by hand, and logging, cancelling or removing leave.
- Reviewing and approving timesheets
The live Today roster, the review register, issue flags, corrections, approvals and locking for payroll.
- Your timesheet: submitting and corrections
Check your week, correct a wrong or missing shift, and send it for approval.
- Time policies and work patterns
Clock tolerance, geofencing, one job at a time, the leave year and holidays — and where work patterns live.
- Work patterns: who works which week, and how it pays
One pattern per person sets their working days, standard hours, overtime, day rate and the days that pay more.
- Lone worker for the office: escalation contacts, the board and answering an alarm
Choose who is alerted and in what order, watch who is working alone, and take and close an alarm.
Mobile and field work
- Capturing photos, forms and defects on site
The Capture button adds a record while the details are fresh — forms, photos, defects, job updates and bills.
- The field app at a glance
Today, Work, Capture, Chat and Me — what each part of the field app is for, and where the settings are.
- Your work: the Work tab and opening a shift
Two weeks of shifts and routes in one list, what each card does, and everything inside a shift and its job.
- Working a route on your phone
One card for all your route's jobs — confirm once, set statuses several at a time, and share the report.
- Working with no signal
Get your phone ready while it has signal, then open the day, do the work and let everything send itself when coverage returns.
- Your day on the Today tab
Clock in, see today's routes and shifts, confirm your work, and catch anything that needs you.
- Working alone: start a session and check in
Start a session, tap I'm OK when asked, press Get help if you need it — and your workspace is alerted.
- Logging a fuel fill from your phone
Filled up? Log it at the pump — total, litres, odometer and a receipt photo — and the office reviews it.
- Capturing against a vehicle, site, asset or yourself
Not every record is about a job — walkarounds, plant checks, site records and forms about you.
- Choosing your language on the phone
English, Spanish, French, Arabic or Romanian — pick yours under Me, or let the app follow your phone.
- Supervisors and managers on the phone
Which view a phone opens in, how to switch between the field app and the office, and what Any job needs.
Forms, evidence and reports
- Building forms and inspections
Build structured field capture from a blank page, a template, or a description or PDF the AI drafts for you.
- Build and fill an attendance register
A group of rows with a People column and a Signature column, filled a crew at a time with Add people.
- Evidence and the audit trail
Photos, files and history, captured against the record, stored privately, and searchable in one place.
- Verify and export the audit trail
Search the workspace's history, prove nothing has been altered, follow a record's timeline, export a PDF.
- PDF reports: submissions and route completion
Turn a submission or a route into a PDF your client can read, with the verdicts, photos and your logo on it.
- Reviewing submissions and AI review
Approve, reject or send back submissions, with AI review findings and integrity checks behind your judgement.
- Scheduling and filling in forms
Assign a form to someone, or schedule checks that roll forward when done. Workers fill forms from Capture, with drafts and offline sending.
- Job evidence and completion requirements
Find a job's photos and files, see uploads waiting on a phone, and require evidence before work is done.
- Confidential forms and reviewer fields
Control who can submit, read, correct and export a form, and keep reviewer notes apart from the answers.
- Filling form fields from the job
Set up forms that start with the job's title, client, site, schedule or custom fields already filled in.
- Forms that attach to more than one record
One form can sit on a job and a vehicle, or a vehicle and a site, and show on each of them.
- Sharing forms and documents outside your workspace
Send forms and documents in a share pack, choose who can open it, and keep the returned work with its record.
- Pack templates, reminders and returned records
Reuse a pack, add people, follow up unfinished work and download each person's returned forms and signatures.
- Completing a shared pack
Open a pack sent to you, enter its access code, fill in its forms, read or sign its documents and do any induction.
- Saving and resuming form drafts
Find unfinished forms on your device, pick up where you stopped, tell a draft from a capture to send, and put right a refused form.
- Manage forms and templates
Find, retire, delete and reuse forms, and work from the Templates tab without creating clutter.
- Stamped photos from Maliru's camera
Burn the date, time, place, record and your logo into photos taken for a form or as evidence, and keep a copy on the phone.
Users and permissions
- Credentials and competency
Track licences and certifications, chase renewals before they lapse, and decide how hard each one bites.
- Worker documents: contracts, handbooks, signatures and pay documents
File each person's paperwork on their record, share what they should see, and get it signed on their phone.
- Digital ID cards
Give every worker a phone-based ID card, and check anyone's on the spot — cleared to work or not.
- Getting your team in
Invite codes, a join link, a QR poster or a spreadsheet — five ways to bring people into your workspace.
- The Users list: tabs, filters, columns and bulk actions
Find anyone in the workforce, see what each record is missing, and act on several people at once.
- A person's record: profile, access, appointments and activity
Everything Maliru holds about one person, from role and readiness to sensitive details and history.
- When someone leaves: deactivate, delete an invite, erase a record
Stop someone's access straight away, keep the history, and erase their personal details when the time comes.
- Access profiles and permissions
Each person's access profile gives a starting set of permissions, which you then fine-tune within firm limits.
- Smart groups
Rule-based segments of your workforce that keep themselves current, for chat, updates and alerts.
- Workstream scope: a supervisor who runs only their own workstreams
Limit a manager's jobs, schedule and time to the workstreams they manage. Everything else isn't there for them.
Communications and updates
- The team directory
An opt-in workplace phone book. Call, email or message a colleague, showing only the details you choose.
- Help requests
A small help desk. Raise a request, have someone own it, resolve and confirm it, against response targets.
- Team chat
Direct messages and groups whose members keep themselves current, with any message promotable into a record.
- Mention someone on a job, defect or other record
Type @ in a record's comments to name a colleague. Only people who can open that record are offered.
- Updates and announcements
One-to-many posts built in two steps, with required reads that chase themselves and a record of who confirmed.
- Composing an update: templates, rich content and publish settings
Every option in the two-step update builder, from polls and shortcuts to reminders, repeats and removal.
- Briefings and attendance registers
Record a stand down, team brief or toolbox talk with everyone who attended signing against their own name.
Binder
- The Binder: your company's documents in one place
Folders of files, written pages and links, shared with the people who need them, with a record of who has read what.
- Sharing Binder folders: who sees what
Sharing is set on folders. A new folder is Office only until you share it, and a subfolder can only narrow what its parent allows.
- Must-read documents: confirmations, versions and the read report
Ask people to confirm they have read and understood a document, see who has, and ask again when it changes.
- The Binder on the job: pinned documents and reading without signal
Pin documents to sites, clients, contracts, workstreams, vehicles and assets so they turn up where the work is, and keep them on the phone for places with no signal.
- Videos in the Binder: links and uploads
Play YouTube and Vimeo links inside the app, or upload your own videos, which Maliru compresses so they stream smoothly on a phone.
- Inductions: building one, and the credential it issues
Turn Binder documents, videos, forms and sessions into an induction with a finish line, ending in a credential that work can require.
- Running a classroom induction
Book sessions, invite people, and take attendance on the trainer's phone: ticks, a check-in code, a signature or the paper sheet.
- Doing an induction on your phone
Where your inductions are, how each step works, quizzes, signing, checking in to a session, and carrying on without signal.
- The induction matrix, your crew, and past inductions
See everyone against every induction, follow and remind your own crew from the phone, and bring in inductions done before Maliru.
- Inductions for visitors and subcontractors
Send an induction to people with no Maliru account, or put a QR poster at the site entrance, then see who is inducted and until when.
- Language versions of Binder documents
Add your own translations of a document, a page, a link or a signed declaration, so people read it in the language they chose.
Defects and issues
- The issue lifecycle: triage to verify
Triage, assign, work, resolve and verify an issue, with comments, evidence and a full activity history.
- Where an issue came from and who was involved
The Origin tab shows the failed check, message, request or AI finding behind an issue. Team names the people and crews.
- Raising an issue
Report something that needs action, with up to five photos or short clips and the people involved.
- The issue register and AI-flagged issues
Find, filter and prioritise every issue in one list, including the ones AI review drafts for you.
Assets and equipment
- Setting up your asset register
Plant, tools, PPE, trailers and IT kit — each with its own fields, statuses and history.
- Stock: counting, adjusting and reorder alerts
Keep counts of consumables and spares, record what comes in and goes out, and get told before a line runs out.
- Compliance, checks and custody
Keep certificates in date, log checks, track who's holding what, and bundle kit onto jobs.
- Maintenance and work orders on an asset
Raise a repair or service against an asset, close the defect it fixes, and build up its service history.
- Asset requests, stores and audits
Let workers ask for kit, issue it in one go or in parts, and check what the stores really holds.
- Client equipment: the machines you service for your clients
Keep each client's lifts, boilers, panels and plant on record beside your own, with their own inspections, checks and service history.
Fleet and vehicles
- Vehicle checks, defects and compliance
Log walkaround checks, grade the defects they find, keep certificates in date, and manage off-road.
- Setting up your vehicle records
Your fleet register — each vehicle with its details, custom fields, status and current driver.
- Vehicle statuses and what their phase does
Name statuses the way your yard talks. The phase behind each one decides what the vehicle can be used for.
- Vehicle running costs: the ledger and the Costs tab
Every cost a vehicle incurs in one place, with odometer readings that turn it into cost per mile.
- Garage and hire invoices: Fleet › Invoices and vehicle bill lines
Record a garage or hire invoice once, as a bill. Each line allocated to a vehicle becomes its running cost.
- Fuel-card statements and the cost review queue
Import a month of fuel-card fills at once, let it confirm drivers' fills, and clear the rest in Review.
- The Fuel cards tab: fills by card
See what each fuel card spent in a month, which vehicles it filled, and which fills still need a look.
- Recurring costs and tank size
Hire, insurance and tax posted automatically each period, and the tank size that sharpens fuel checks.
Commercial and billing
- The Commercial overview
Where your money is, what is stuck between a finished job and cash, and what to do next, on one page.
- Contracts and measuring work
Set up the contract a client's work is delivered under, then measure the work done against its rates.
- Working the Measures board
Filter what needs deciding, hand measures on, decide in bulk and keep the conversation with the measure.
- Measuring a route or several jobs in one go
Find the jobs you worked, fill one grid of quantities and record them as a single measure.
- Rate cards, priced items and uplifts
Hold your priced work items per client, and name the rate bumps you actually charge.
- Client statements and exports for Xero, QuickBooks and Sage
Show a client what they owe, and hand your issued documents to your accounts package.
- Emailing a document and chasing overdue invoices
Email an issued document under your own name, and know when an invoice is late.
- Quoting from a measure and converting the quote to an invoice
Price the work on your letterhead before anyone agrees to it, then turn the accepted quote into the invoice.
- Marking paid, voiding, reopening and crediting an invoice
Record the money that arrived, cancel what was raised in error, and credit what the client should not pay.
- Raising an invoice from approved measures
Tick the approved work, check the draft, issue it — and every line traces back to a measure on a job.
- Document settings: your business, bank details, numbering, tax and design
Everything an invoice, application, quote or credit note prints, set once for the whole workspace.
- Deductions your client withholds
When a client keeps back a statutory deduction, print it on the invoice so their payment matches.
- Valuations, retention, variations and dayworks
Value the cumulative work on a contract for a period, hold retention, and roll in variations and dayworks.
- Applications for payment: from a valuation or from measures
Raise the application your client pays against, from a valuation or from approved measures.
- Expenses and reimbursements
File an expense with receipts, have the right person review it, and record repayment separately.
- Setting up your expense form
Choose what your expense form asks, in what words and order, and which categories it offers.
- Bills and suppliers
Record what the workspace owes — supplier invoices, hire, utilities, subcontractors — and when.
- What was withheld from subcontractors
Take the right deduction off a subcontractor's bill, and read what you withheld by payment date.
- Bills you know are coming
Set up rent, insurance or long-term hire once; Maliru drafts each bill before it falls due.
- Purchase orders: committing spend before the invoice
Record what you have ordered, send it to the supplier and see each invoice land against it.
- Checking a supplier's statement against your bills
Compare a supplier's statement with your bills: what never reached you, what differs, what they missed.
- Filing a delivery note or receipt from the phone
Photograph a docket against the job on site; the office decides which supplier account it belongs to.
- Paying a stack of bills and telling suppliers what it covered
Record one bank payment against many bills, take the schedule to the bank and tell each supplier.
- Service levels on a contract: priorities, response and fix targets
Hold a maintenance contract's promise in Maliru: how fast a call-out is answered and fixed, in the hours the contract says.
- The client's service report
What was due and what was done under a contract each month: planned visits, call-outs answered and fixed in time, and every missed target with its reason.
- The contract fee: a draft invoice each period
Bill a maintenance contract's fixed fee every month, quarter or year, with the planned visits done in the period listed as its schedule.
Account and billing
- Admin alert rules
Email and push the right people when an event matches a rule, such as a dangerous defect or an overdue bill.
- Notification preferences
Mobile, Web and Email by category and type, what a push shows, and the email reports you opt into.
- Seats, plans and billing
Every plan has every module. Plans differ in seats, depth and volume: what counts as a seat, what each plan includes, and the currency you pay in.
- Upgrading, seats and billing interval
Open Plans from Upgrade, choose a plan and a seat count, pay monthly or yearly in your workspace's currency, or ask for a smaller plan.
- Workspace settings and branding
Your own appearance, the workspace's modules and features, alert rules, storage, and your logo and colours.
- Your profile and account
Your ID card, credentials and documents, the settings you control yourself, and what needs an admin.
- What's included in the Free plan
Free for good for five people, with every module, and the handful of limits that come with it.
- AI allowance, usage and top-ups
What counts as an AI action, the monthly allowance on each plan, what happens when it runs out, and top-ups.
- Storage: what counts and when it is full
How much file storage your plan includes, where to see what's used, and what happens at the limit.
- Offers, free periods and founding prices
How founding prices work, what a free period on a paid plan is, and what happens when one ends.
- Which currency you pay in
Pounds in the UK, euros in Ireland and the rest of the EU, US dollars everywhere else, and why a subscription keeps the currency it started in.
Troubleshooting
- Can't sign in
Codes that don't arrive or don't work, invite codes that are refused, being signed out, and what fixes each.
- File limits and upload errors
Every upload limit in one place (sizes, counts, types and storage) and what each error message means.
- My report didn't send
What "Saved on this device" means, how queued captures send themselves, how one gets stuck, and how to put a refused form right.
- Not receiving notifications
The inbox always has everything. If pushes or emails aren't reaching you, a few switches are usually why.
- Sharing and download problems
Where a web download goes, a share sheet that won't open, expired file links, and support that won't open.
- Updating Maliru and finding your app version
Find the version you're running, check for updates, get past Update Maliru, and keep saved work safe.
Pay & payroll
- Before your first pay run: what has to be in place
The plan, permissions and set-up a pay run needs, in the order to do them.
- Setting up pay: rates and contractor withholding
What each person is paid, what is withheld from a contractor, and why a pay run waits until you have checked it.
- Holiday pay
Pay leave the way your workers are owed it: normal pay, basic pay, or rolled up.
- Adding materials, a bonus or an allowance to someone's pay
Pay that didn't come off the timesheet, and why its kind matters.
- Running pay: from a period to gross pay
Calendars, opening a run, working it out, closing it, and what to do when something was wrong.
- Letting people check their pay before it closes
Switch on the query window and each person sees their own figures once a run is worked out, and can query a line or a day before payday.
- Setting up your payroll provider
Choose the file your payroll software imports, give everyone their payroll ID, map your pay items, and prove it with a sample before the first payday.
- The generic payroll CSV
Choose the columns and their order, one row per line type or one row per person, for any payroll software or bureau.
- Xero: the keying sheet
A sheet laid out for keying each person's pay into a Xero pay run.
- BrightPay: importing Maliru's file
Set BrightPay up once, then import each run's payments, additions and deductions from one CSV.
- Sage 50 Payroll: importing Maliru's files
Set up your pay elements once, then import each run's timesheet payments and deductions, hours × rate.
- Where to find your earnings statement
Your earnings statement or self-bill statement is filed in My documents, on your phone and in the office.
- Contractors in a pay run: withholding and the self-bill statement
How a contractor on your books is paid differently from an employee, and what they receive.
- Paying a gang through its leader
One person is paid for the crew's work, and the split is recorded on their statement but not paid out.
- What you withheld, and who you withheld it from
Figures for a withholding return such as CIS or RCT, from both halves — and self-billing a subcontractor.
- Putting a paid period right, and getting a run out
Corrections carried into the next run, and the file for your payroll provider.
- Where wages go, and what Maliru does with it
Bank details, the payment file you upload to your own bank, and what Maliru will never do with either.
- Paying for measured output (piece rates)
What a unit of measured work pays, set beside what it sells for.
- Paying by the job or by the route stage
Which one source pays each workstream's work, and what a completed job or a route stage pays.
- The contractor ledger: what each contractor did, and what it pays
Every measure, route stage and completed job a contractor is credited with, its state, and its margin.
- Checking a contractor's invoice against the ledger
Match each invoice line to the work you recorded, approve what matched and query the rest.
- Company deductions
Recover what a worker owes the company, with their agreement, a step at a time.
- Recovering a cost from the record
Raise a deduction from a vehicle defect, a fine, an incident or an asset, with the right person already filled in.
- Deduction reasons
The list a deduction is raised from, and why each reason says who it benefits.
- The minimum wage floor
Set before any deduction for the company's benefit is taken from an employee.
- Expenses repaid through pay
Each expense category says whether it is paid back tax-free or counted as taxable pay.