Maintenance
Understanding the Maintenance Record Dashboard
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 ...
Load & Manage Maintenance Issues
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 ...
Load & Manage Maintenance Transactions
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 ...
Load & Manage Maintenance Records
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 ...
Load & Manage Contractors, quotes & Job Cards
Contractors can be assigned maintenance issues (refer to Load & Manage Maintenance Issues). Users have the ability to request and handle quotes and manage job cards specifically for contractors. 1. Click Admin on the Main Menu. 2. Click on Customer ...
Maintenance Report
1. Click on Admin in the Main Menu. 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 ...