When a resident creates a maintenance request through the mobile app or building portal, it will appear in the maintenance request section.
This article will explore:
Viewing maintenance requests
1. Navigate to Requests > Maintenance
2. Search or sort using the table. A common sort may be from the date (newest to oldest). This can be done by clicking the Date Logged button.
Managing Requests
Once a request is lodged, you're able to update its progress and keep track of the actions taking place to fix the issue.
Update the status
When a user submits a request, it will appear in the maintenance table with the New tag. To edit the status, click the pencil icon and select the new status.
Keep the resident up-to-date
If you wish to keep the associated users informed of the status, you can choose to send an SMS or email. This option can be found when:
Automatically changing the status will give you the option to notify the user
Selecting the more options button (three dots) and clicking SMS user or Email user
Edit the request
If there is any information that needs adding or changing, you can do so by clicking the view/edit icon.
Create a PDF
You can generate a PDF document of the request, or multiple requests by using the checkbox selection and clicking View PDF from the blue dropdown. This is a helpful document to send to maintenance.
Creating a request
You can manually create a request for other admins or yourself to view on the system.
Click Create Request
Fill out the request information
By assigning a user to the request, they will be notified of the request and any subsequent changes.
Click Create Request
If a user was associated with the request, they will be notified.
Video
Note: Assigning maintenance requests to admins as of 2.61.0
You can now select admins users when assigning maintenance requests. Simply click the edit icon, select your assignee, and then be sure to save your changes. There's also a new filter that will allow you to see maintenance items by the assignee.