CirrusFM+ - Property Maintenance

Adding Maintenance to Property 

Search and select a Property from the  'Properties' tab. Once selected, go to the 'Maintenance' tab located on the left hand side of the screen. 

Adding and Updating Maintenance on a Property

Part 1: Add Maintenance to a Property

1. Open the Properties list

   • Go to the Properties tab.

2. Find and select the property

   • Use search (if available), then select the correct Property from the list.

3. Open the Maintenance area

   • With the property selected, click the Maintenance tab on the left-hand side.

Part 2: Understand the Maintenance screen options

Under the Maintenance tab, you can use these buttons/options:

• Back arrow

  • Takes you back to the previous screen.

• Subscribe

  • Subscribes you to diary reminders for this property.

• Button with gears (Update Property Settings)

  • Opens property settings where you can:

    • Update Invoice Settings

    • Add a Maintenance Template to the property

• Create Workorder

  • Lets you create a work order using the property’s maintenance template.

• Red document with PDF symbol

  • Print / Export to PDF

• Green document with X

  • Print / Export to Excel

Updating Maintenance Template for Property

Part 3: Add a Maintenance Template (via Update Property Settings)

1. From the Maintenance tab, click Update Property Settings (the gears button).

2. A pop-up window will appear. Complete the following fields:

   • Invoice Settings

     • Swipe the bar to indicate when an invoice requires FM approval.

   • Maintenance Templates

     • Select the correct maintenance template from the drop-down menu.

3. Once complete, click “x Close” to exit the pop-up window.

Updating a Property’s Maintenance Template

Part 4: Check or update maintenance dates using the status dots

1. In the Maintenance tab, locate the maintenance items list.

2. Click the coloured dot beside the relevant maintenance item to open Line Details.

Dot colour meanings

                                                 (**Note: Red Dot – Overdue / Orange Dot - Due Soon /  Green Dot – Current)

Part 5: Update the “Last Maintenance Date” in Line Details

1. In the Line Details pop-up, find Last Maintenance Date.

   • This will show the most recent service date (if one exists), or allow you to add one.

2. To change or add the date, click “here”.

        3. Enter the last service date.

        4. Click Save.

• Part 6: View maintenance history (optional)

  • In Line Details, click View History

    • This displays the transaction history for that maintenance line/item.