Please see the below guide for the most common maintenance queries.
1. How do I change the contractor for an active maintenance report?
Go to Lettings properties > Maintenance
Locate the maintenance item
Select the pencil icon
In the Contractor dropdown menu, select the required contractor
Select Update to save the change of contractor
2. How do I locate historical/completed maintenance items?
Go to Lettings properties > Maintenance
Select from either Completed or Complete & awaiting invoice in the View filter to locate the maintenance item
3. Can reminder notifications be set?
Go to Lettings properties > Maintenance
Locate the maintenance item
In the Due date or Chase date column, click on the calendar icon
Set the required date and time
To add this event to a calendar, tick Add event to calendar and select the relevant calendar name
Click Submit
4. How do I request quotations from multiple contractors?
Go to Lettings properties > Maintenance
Locate the maintenance item
In the Work order column, click on the + icon
Ensure the correct contractor is assigned within the Contractor dropdown
If required, edit the text in the Work description box, the text within this box can be used to request a quote from the contractor
Click Create work order - two things will now happen.
In a new browser window, the PDF work order will be generated.
A pre-populated email to the contactor will pop up which contains a URL link to the work order document
To generate the work order again for a different contractor, navigate to the Contractor dropdown within the maintenance report and select the contractor in question, repeat steps 3-6