How do I add an automatic assignee to desired property’s requests?

Within our platform, you can automatically assign the required person to maintenance requests created for a specific property.

To do so, open the Portfolio page from the Property Operations left-side menu to get to the Properties tab. Click "View property" select the desired card.

Then, switch to the Service providers tab, click on the “Assign“ button on the Maintenance requests assignee section and select a person from the drop-down list:

Note! Check the pricing for the limits associated with your selected subscription plan.

You can select a Service Pro, a Team Member (if applicable) or yourself as an Assignee. You can edit or remove the Assignee at any time.

The thing to note is that when you change an automatic Assignee for a specific property, this change will be applied to future maintenance requests only. The previously created maintenance requests will have the same Assignee as before.

You can also enable the “Auto assigning to maintenance requests“ toggle button in Maintenance Settings to have all your maintenance requests assigned to the same person automatically. This might be helpful: How do I add an automatic Assignee to my maintenance requests?

Note! Only one person per property can be assigned to maintenance requests.

The principle to keep in mind: an Assignee to property’s maintenance requests settings holds priority over the general settings for auto assigning of requests.