1. Completing a maintenance report
Once a maintenance issue has been resolved, we recommend that users then complete the item on SME Professional. This ensures that the Maintenance page continues to list only open issues.
There are two ways in which a report can be closed, with or without invoice details.
1.1 Without invoice details
If the invoice is still to be received or a different team handles the invoicing, please follow the steps listed below:
Go to Lettings Properties > Maintenance
Locate the report in question
Click on the tick icon within the Close column
Since the report was closed without adding any invoice details, it has been moved to the View complete and awaiting invoice section which can be accessed by clicking on the relevant link.
1.2 With invoice details
To add invoice details at the same time as completing a report, please follow the steps listed below:
Go to Lettings Properties > Maintenance
Locate the report in question
In the Invoice received column, click on the pencil icon
Enter the date the invoice was received
Enter a reference code/number, if required
Tick the Close maintenance item check-box
There are submit buttons available, please select the appropriate option
Update invoice received - this will close the report and log the invoice details against it
Update and add landlord expense - as well as the above, users will also be directed to the Financials > Landlord deductions page where they can add the landlord expense
2. Cancelling a maintenance report
Go to Lettings Properties > Maintenance
Locate the report in question
Click on the pencil icon within the Invoice received column
In the Date field, enter something along the lines of Cancelled
Tick the Close maintenance item check-box
Click Update invoice received
Once submitted, the report will be closed and moved to the View complete items section which can be accessed by clicking on the relevant link.
The closed report will show with 'Cancelled' in the Invoice received column for reference to users.
Video tutorial