JOBS
All the active jobs will appear in the active tab until they are closed.
Jobs reported but not approved.
Quoted.
Approved but no suppliers assigned.
Assigned to supplier.
Jobs that are finished but are still waiting for the invoices to come in.
Closed jobs.
We can filter by property manager or team who the job has been assigned.
Create a Job
First location: Properties> Click the property> Job > Input details
Second Location: Jobs> Add Job> Input details > Click Save
Notice the alert that’s popped up there. Even if you don’t manage the property, you can put
it in as an alert against a job and it appears in there.
By adding photos, you can do the drag and drop, or you can click the camera icon.
Just click the save button.
Message Templates
These templates will automatically be generated here.
Making Notes
Click the speech bubble> put the message> click save.
Approve the Job
From Reported, the status will change to Approve.
On the actions button, you will have 5 options.
Assigning. Gin the system. Go to Jobs> Approved Tab> Click the Job #> Click the dropdown.
These are the suppliers
Once we choose the supplier, it will reflect on your screen and there are 2 message
templates that will automatically be generated.
What it looks like from the perspective of the tenants and the owners. Just go to the
property, click actions and choose preview tenant access or preview owner access.
Expecting an invoice from the trade person. Just click finish.
This will move in to the finished tab.
To add a bill: Go to accounts> Click Bills> Add Bills
Input all the details and attach the file, after that click save and next.
It will now appear on the Bills tab and waiting for the money.
Quotes
Go to Jobs> Add job> Input all the details> Click Save and open.
To report, input the details and click the camera icon, put the image. Click the quote
button.
Input the details here then click the save button.
What appears in client access?
What the owners see.
What the tenant sees.
App access
How do tenants lodge maintenance online? Add summary> Description> Upload photos
and Click save.
