How do I add a maintenance recurring request?
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:
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Select category, sub-category, issue, and sub-issue from the drop-down menu.
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Please note!
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:
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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.
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On the "Recurring" page you can view all your maintenance recurring requests as well as sort them by Active, Future, or Ended status.
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Use "Filters" to find maintenance recurring faster.
Recurring can be filtered by:
- Property & Units
- Schedule
- Category
- Equipment status
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.
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The links below may be useful:
How do I add equipment?
How do I schedule recurring check-ups to my equipment?
Last updated:
Mar. 27, 2024