How do I submit a maintenance request?
With the software, you are able to create a maintenance request for your properties.
Open "Properties" from the left-side menu and click on the Maintenance tab of one of the properties
Press the “Maintenance“ button on the left-side menu of the dashboard and then press the "+ Add request" button:
Here you can choose between the Basic request and Advanced request options. The main difference between these two types is that the Basic request takes much less time to complete, but it doesn’t include information such as used equipment, available date and time, assignee and other. Press the “Get started“ button once the type of request is selected.
You can add or edit any information later regardless of whether you’ve selected the Basic or the Advanced request.
The Advanced request form is available only for the desktop version!
This might be helpful:
What is the difference between Basic Request and Advanced Request of maintenance request?
Once you’ve decided to create a Basic maintenance request, select the most suitable categories from the menu to describe the issue. Alternatively, you can use the smart search option by clicking on the “Use smart search“ button. After that, you can upload a photo of a problem or a short video if needed and press the “Next“ button.
After that, you can upload a photo of a problem, a short video or any needed document file (allowed file extensions: jpg, .jpeg, .png., .doc, .docx, .xls, .xlsx, .pdf, .txt, .gif, .bmp, .tif, .tiff) if needed and press the “Next“ button.
You can add up to 10 photos and upload 15 sec. video. The file must be at least 1 kilobyte.
Please note, after uploading a video, the system will render it for 1-2 minutes.
Then, edit the title of your maintenance request if needed, provide details, and select the property.
Finally, choose the request priority and submit it. The request will be visible to you only until you edit it and share it with your Tenants, Sub-Admin or ServicePro.
In the first step, General Details, select the desired category or search the category using Smart Search. You can type your own title or use the auto-filled title. It is also possible to add photos, a video or any details if needed:
Please note, after uploading a video system will render it for 1-2 minutes.
On the second step, “Property & Tenants,” fill in the information about the property, link the equipment, and share the request with the tenant(s) who is/are currently living there:
You can add up to 5 pieces of equipment.
If the tenant has an active lease, the Maintenance Request will be automatically shared with the tenant. If the tenant is not connected yet, you can decide whether you would like to share the Maintenance Request with him/her.
If the property is rented, you can provide the date and time to arrange for maintenance. On the Available date & time section you can add up to 3 dates by clicking on the “Add date” button:
On the third step, “Details & Materials,” select the date, set the priority level of the maintenance request, and supplies/materials. Fill out all of the required fields marked with a star.
On the last step, “Notifications,” enable the email notification option if you want to be notified or would like to notify your tenants and assigned professional/team members about maintenance request updates. Click "Create a request" to complete the procedure
Once a maintenance request is created, you can print it by pressing the Dots menu on the right-hand corner and choose the Print option. A new PDF file tab will be opened. Press on the Print icon:
Once the maintenance request is created, you can still adjust information on the preview page such as selecting the assignee (if there is no such assignee), add materials, equipment and transactions related to the current maintenance request.
Apr. 8, 2022