Help Center - For ServicePro
How to add a maintenance request?
As a Service Professional, you can receive Maintenance Requests, that are assigned to you by connected landlords. You can still add Maintenance Requests yourself if you want to use them to keep track of orders.
For that, please go to the “Work Orders” page from the left-side menu. Click the “+ Add Maintenance Requests” button in the upper right corner of the page:
To create a new maintenance request, you have to choose the required Category and Subcategory. For that, you can either use the “Search” field located above the request form or select one of the existing Categories and relevant Subcategories below:
After that choose the relevant Issue and Sub-issue from the list.
Custom categories, subcategories, issues, and sub-issues are not allowed. If you did not find the suitable item, please select the “Other” option from the list.
You can change the Title or enter additional Details if needed. You can also upload attachments, including photos and short 15-second video of the problem:
Scroll down a bit, and you will see the “Client Information” section that will help you keep a record of client work order history. There you can select clients from the drop-down list, both connected or not. You can always create a new client and keep track of their orders:
Lower you will find the “Dates & Labor” section that helps to keep track of your labor time. Use the Calendar to choose the Requested Due Date, "Started To" and "Completed Work" Day. Enter the Estimated and Labor Time in the corresponding fields:
If you require any additional supplies or materials to complete this Work Order, add the information to the “Supplies & Materials” section. Activate the “Supplies & Materials” toggle button. Then enter the item’s title and amount used. You can add multiple items to the “Supplies & Materials” list. For that, click the “+ Add a Row” link below. If you want to remove an item, click the “Delete” icon:
Don’t forget to specify the Request Priority. You can select the status in the upper right corner of the page. Beneath that you can fill in the client’s address in the “Location Information” section. You also have the option to enter a Date and Time. You can add the information about Authorization to Enter and Pets in Residence if you’re aware of it. Just activate the toggle buttons and check the required boxes:
If you need to get to the previous step (e.g., to choose a new Category, Subcategory, etc.) click the “Back” button in the bottom left corner of the page. When all the information is filled in, click the “Create” button at the bottom of the page to save the changes.
When you click the “Back” button, all the information you've provided in the Maintenance Request form will be lost. You’ll have to enter it from scratch.
To view your work orders, including those created by you, please go to the “Work orders" section from the left-side menu. Your Maintenance Requests will be divided into three groups by status: "New", "In Progress" and "Resolved":
This link might be useful: How to change the status of maintenance requests?
You can also view the list of your Deferred or Archived requests. For that, go to the “Display” drop down list at the top of the “Requests” page:
This link might be useful: How to defer maintenance requests?
If you need to view your Work Order details, click the “View” link at the bottom of the Request info card:
On the "Request View" page you will find the Three-Dots menu with "Edit", "Print" and "Delete" buttons to manage your request:
Please, follow the link to view a video guide.
Jun. 8, 2018