1. Adding a maintenance note
As progress on a maintenance job is made, this can be recorded in the notes section of the report. To do this, please follow the below steps:
Go to Lettings properties > Maintenance
Locate the maintenance report in question
Click on the notes icon located to the right of the Latest note column (shown below)
Click on + Maitenance note
Select the relevant category
Set who this note was reported by and to
Set the reported date
In the Additional note field, enter details of the note
Click Submit
The newly added note will appear within the Additional notes in connection with... table located at the bottom of the maintenance notes page.
2. Viewing maintenance notes
Go to Lettings properties > Maintenance
Locate the maintenance report in question
Under the maintenance notes icon, a number will be listed which indicates how many notes are logged against a specific maintenance report (shown below)
The latest note column will indicate when the last maintenance note was logged against a report
Hover over the clipboard icon to be presented with the latest maintenance notes
To view all maintenance notes, click on the notes icon and then look at the Additional notes in connection with... table
3. Deleting maintenance notes
Go to Lettings properties > Maintenance
Locate the maintenance report in question
Click on the notes icon located to the right of the Latest note column
In the Additional notes in connection with... table, locate the note to be removed
Click on the red cross within the Delete column
Note: This action is irreversible therefore we recommend users ensure the correct note is located before proceeding to delete.
Video tutorial