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. 

Under the 'Maintenance' tab you are able to action a few options:- 

• Back arrow - This will take you back to the previous screen. 
• Subscribe - This will subscribe you to receive diary reminders for the property 
• Button with Gears - This will update the property settings and add a 'Maintenance Template' for the property 
• Create Workorder - This will allow you to create a work order from the maintenance template for the property. 
• Red document with PDF symbol - Print/export to PDF
• Green document with X - Print/export to excel. 

To add the maintenance template, click 'Update Property Settings' (button with gears) which will open up a new pop-up window and prompt you to enter the following:-

• Invoice Settings - By swiping the bar this will indicate where an invoice will require FM approval 
• Maintenance Templates - Select maintenance template from the drop down menu

Once details has been entered click 'x Close'

Updating Maintenance Template for Property

 To check the last maintenance date or add a date, click on the coloured dots for each maintenance item which will open up a new pop-up window with the line details.                                                                                                                                                                                                                            (**Note: Red Dot – Overdue / Orange Dot - Due Soon /  Green Dot – Current)

In line details you have the option to complete the following:-

• Last Maintenance Date -This allows you to check the last service date or update/add the service did if none is found
  • To update the last service date click 'here'
  • Insert the last service date and click 'Save' 

•  View History - This will allow you to view the transaction history