Create a Maintenance Request
Click Maintenance in the left navigation menu.
Click New Request.
Complete the maintenance request form.
Select a Category. Different categories can offer suggested vendors.
Select the Site, which can be a specific unit or an entire building.
After the site is selected, choose the tenant from the tenant dropdown if applicable.
Click Submit to create the request.
New maintenance requests appear under All New. Requests that have been dispatched to vendors or maintenance workers appear under All Open.
Edit a Maintenance Request
Select the maintenance request you want to update.
In the request popup, hover over the field you want to edit.
Click the pencil icon.
Make the needed changes.
Save your updates.
Create an Invoice or Bill From a Request
If a tenant is selected and the tenant owes money for the repair, click Accounting, then click New Invoice.
The same can be done for vendors if a vendor is selected and you open the Bills tab. You can also create management charges if you paid a vendor for repairs and the building’s owner now owes you money for the cost.
Request Status and Filters
If the status of a request changes from pending, such as to Dispatched or Assigned, the request will move to the open requests section.
You can filter requests by vendor or building. If a request is marked as completed, it will disappear from the main screen unless you select the Completed status from the list.