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Manage Resident Maintenance Requests in FM Link
Manage Resident Maintenance Requests in FM Link
Updated over 3 years ago

When a Resident raises a Maintenance Request through the Resident App or an Admin raises a Maintenance Request through the Admin Portal they will end up in Requests > Resident Requests.

The Reason it is separate from the Maintenance list is because not all resident requests may become Maintenance items and having a separate view allows for easier management of the requests.

Manage Resident Maintenance Requests

There are two common options when dealing with a Resident Maintenance Request in FM Link

  1. Create a Work Order from the Resident Maintenance Request

  2. Get a Quote before Creating the Work Order from the Maintenance Request

Create a Work Order

To Create a Work Order go to Requests > Resident Requests > Click 3 Dots > Click Create Work Order.

When the work order has been created it can then be edited and updated. An Article on how to do this is located here.

Get a Quote before Creating the Work Order from the Request

To get a Quote before creating a Work Order first requires the following steps:

  1. Create a Maintenance Item from the Resident Maintenance Request

  2. Create a Quote Request from the Maintenance Item

  3. Create a Work Order from the Quote Request

To Create a Maintenance Item from the Resident Maintenance Request go to Requests > Resident Requests > Click 3 Dots > Click Create Maintenance Item

When the Maintenance Item has been created it can then be edited and updated. An Article on how to do this is located here

To Create a Quote Request from the Maintenance Item go to Requests > Maintenance List > click on the 3 Dots > click To new Quote

Then choose to change the status of the request. The common Status that is chosen at this stage is "Quote Raised"

When the Quote Request has been created it can then be edited and updated. An Article on how to do this is located here.

To Create a Work Order from the Quote Request go to Requests > Quote Requests > click 3 Dots > click To new Work Order

When the Work Order has been created it can then be edited and updated. An Article on how to do this is located here.

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