The Recurring request feature allows users to create recurring maintenance requests. You may create a recurring request in three ways.
1) To add a recurring request, go to "Maintenance" from the left side menu, select the "Recurring" tab, and click on "+ Add recurring request" in the top right corner of the screen:
Select category, sub-category, issue, and sub-issue from the drop-down menu.
If your desired category doesn't exist, you can contact our support team to suggest a category.
You may add a recurring request title and details in the "Issue details" section:
In the “Schedule details” section you will need to enter:
the Property information (select from the drop-down);
Start and End dates;
Frequency: weekly, every two weeks, monthly, every two months, quarterly, semiannually, annually, every two years
Post in advance - the number of days to post the recurring before the due date.
Press "Create" to save the recurring information.
On the "Recurring" page you can view all your maintenance recurring requests in compact or expanded view and sort them by the following filters:
Display by status
Property & Units
Schedule
Category
Equipment status
You can end or delete multiple recurring requests at once by selecting the required ones from the list and performing the necessary action.
2) You may schedule a recurring request right from a one-time maintenance request on the “Requests” or the “Requests Board” pages. Find the needed request that will be used as a template, click on the three-dots menu, and select "Make recurring":
Also, on your “Requests” and “Requests Board” pages, you can filter by Request schedule.
3) You can also create a recurring check-up for a certain property's equipment. Just click the “schedule check up” button on the needed equipment in the Schedule Check up section and modify the recurring settings according to your needs.
