As a ServicePro, you can receive Maintenance Requests assigned to you by connected landlords. You can still add maintenance requests by yourself if you want to use them to track your orders.
You can add them in 2 ways:
1. Click on the “Add request” button in the upper right corner of your Dashboard page.
2. Go to the “Maintenance” page from the left-side menu. Click the “+ Add request” button in the upper right corner of the page:
On the first "Request Details" step, add the location information, set the priority level of the maintenance request, and add the due date if needed.
Also, 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.
Note: You can add up to 10 photos and upload 15 sec. video. The file must be at least 1 kilobyte.
Please note, that after uploading a video, the system will render it for 1-2 minutes.
The next sections allow you to select the desired category and sub-categories. In the "Issue Details" section, you can type your own title or use the auto-filled title and provide any additional issue details. Click "Next" to proceed.
The “Client Information” section will help you record client work order history. You can select a client from the drop-down list (connected or not) there. You can always create new clients and keep track of their orders.
Note! A maintenance request is created for your use only and is not shared with your landlord. If you need a task to be visible on both ends, ask your landlord to create it and share it with you.
On the Available date & time section, you can add up to 3 dates by clicking on the “Add date” button.
“Property Access Authorization“ is an optional step where the entrance code can be added. Also, you can add information about Pets in Residence by checking the needed boxes:
Press "Complete" to create the request:
Note! You can always go back to the previous step if you would like to edit some of the entered information:
To view the maintenance requests, including those created by you, please go to the “Requests" page from the left-side menu. You will be able to see the status of the Request and how urgent it is:
The default page shows all requests. To view any specific requests, click on the “Status” filter at the top of the “Requests” page and select the needed status:
You can also view the maintenance requests on the “Requests Board" page. Your requests there will be divided into five status columns: "New," "In Progress," "In review", "Resolved," and "Cancelled":
The Search option above allows searching by Maintenance request’s number/name and the property name. This option is available on both pages:
Additional Resources:
What does the status of the request indicate?
How do I send the request for review to a landlord?
To see more details about the Request, you can click on the request in the "Requests" page, or on the “view” link on the “Requests Board” page:
To manage the Request, click on the three-dot menu where you can select Edit/ Print/ Delete buttons:
Note! You can view up to 20 maintenance requests on the page.