Maintenance Request Templates make managing maintenance tasks easy by providing pre-formatted documents for printing or sending.
Viewing and Managing Templates
Navigate to Templates:
Go to the Settings page.
Click on Templates in the left sidebar.
Choose the Maintenance Request tab.
Here, you can:
View existing Maintenance Request templates.
Import new templates (available templates include Default Maintenance Request and Letter to Vendor).
Edit, duplicate, or delete templates as needed.
Selecting a Template for Use
Set Template in Maintenance Profile:
Go to the Settings page.
Select Profiles on the left sidebar.
Locate the Maintenance Profile, click the 3-dot menu next to it, and choose Edit.
Under Maintenance request print template, select the desired template from the dropdown menu.
Printing a Maintenance Request
Print a Maintenance Request:
Navigate to the Maintenance page.
Select the relevant Maintenance Request.
Click the 3-dot menu at the top right corner.
Select Print. This opens a new tab with the printable document.
Template Descriptions
Default Maintenance Request: Displays comprehensive details including Date/Time, Status, Completed By, Category, Priority, Tenant, Phone, Subject, Description, Address, and Vendor.
Letter to Vendor: A simplified template formatted as a formal letter to the vendor, specifying the details of the work order.