Maintenance Request Templates make managing maintenance tasks easy by providing pre-formatted documents for printing or sending.
Viewing and Managing Templates
Click your profile menu.
Click Settings.
Click Templates.
Select Maintenance Request.
Here, you can:
View existing Maintenance Request templates.
Import new templates, including Default Maintenance Request and Letter to Vendor.
Edit, duplicate, or delete templates as needed.
Selecting a Template for Use
Go to Settings.
Select Profiles.
Locate the Maintenance profile.
Click the edit button next to it.
Under the Print Template dropdown, select the desired template.
Save your changes.
Printing a Maintenance Request
Go to the Maintenance page.
Select the relevant Maintenance Request.
Click the menu dropdown in the request popup.
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.
