2. To access the inspection report, there are two methods:
Method 1: Click on Dashboard in the sub-menu, then select the Repairs button.
Method 2: Navigate to “Admin Menu” in the sub-menu, then click on Maintenance.
3. The Maintenance Report will open.
Category (Optional): Utilize the existing filter category buttons to quickly generate reports. Clicking on a Category button will auto-filter the table report.
Status type (Optional): If desired, change the status type filter to view open or closed maintenance records.
4. To Access a Maintenance Record from the Report: Click on the Record ID to open the record.
Additional Report filters & Features
To Send Bulk Correspondence: Select the desired record row(s) by ticking the checkboxes, then click the Sendbutton. Choose between Email or SMS options.
To Show & Hide Table Columns: Click on the Columns button. Select the columns to be displayed (show) or deselected (hide). Click OK to update the table.
To Export Reports: Click on the Export button and pick between PDF or Excel formats.
Report Filter by Grouping: To filter using a dropdown, click on the grouping box and select an option from the menu. The available grouping dropdowns may vary depending on the report.
Maintenance Mini-Dashboard The Maintenance mini-dashboard will automatically populate when specific fields in the Maintenance Details and Contractor Details sections are filled out in the maintenance record. The following fields in the Maintenance ...
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental or Sales on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Maintenance on the file tab ribbon bar. 6. Maintenance tab ...
During maintenance, you can log transactions as either owner costs or tenant costs. These transactions fall into three categories: Fees (agency income), Payments (money sent to third parties), and Provisions (funds kept in the bank for future fees or ...
Issues can be assigned maintenance records and assigned to contractors (refer to Maintenance – Contractors, quotes & Job Cards). 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental or Sales on the menu heading. 4. Click on ...
1. Click Admin on the Main Menu. 2. To access the inspection report, there are two methods: Option 1: Click on Dashboard in the sub-menu, then select the Inspections button. Option 2: Navigate to “Admin Menu” in the sub-menu, then click on ...