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Adding, Editing, and Deleting Maintenance Profiles

Learn how to manage maintenance profiles to define default behaviors for handling maintenance requests, including email and print templates.

Written by Conor Taliancich

Maintenance profiles define default behavior for maintenance requests, including the email and print templates used for associated tickets.

Create a Maintenance Profile

  1. Go to Settings > Profiles.

  2. Click New Maintenance Profile.

  3. Enter the profile details.

  4. Select the appropriate email and print templates for maintenance tickets using this profile.

  5. Click Save.

Edit a Maintenance Profile

  1. In Profiles, find the profile you want to update.

  2. Click its Edit button.

  3. Update the needed details, including email and print templates.

  4. Click Save.

Delete a Maintenance Profile

  1. In Profiles, find the profile you want to remove.

  2. Click its Delete button.

You cannot delete a maintenance profile that is assigned to a building. Property Matrix displays an error if you try to do so.

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