How do I assign a maintenance request to my service pro?

You can assign a maintenance request to your Service Pro in two different ways:

  • When creating a new maintenance request;
  • When a maintenance request is already created or submitted to you by your tenant;

If you would like to create a new maintenance request please open "Maintenance" from your left-side menu and click "+Add Maintenance Request":

Select “Advanced request“ and fill in the fields with your data on the steps General Details and Property & Tenants, then go to the step Assignee & Materials. Here you can assign a Service Pro to this maintenance request:

Please note! If a Service Professional is connected to you, the request will be sent and posted to the Service Pro dashboard automatically. If you are not connected yet, you will want to manually enable the toggle button “Share and post this request to Service Pro dashboard”. Otherwise, it won’t be shared with your Service Professional. 

Please note! The “Advanced request“ option is only available for the desktop version. However,  you can always edit the request on your mobile device and assign the needed Service Pro.

You can add a new Service Pro directly in a maintenance form by clicking on the “Create new professional” button. If you would like to invite the Service Pro to view the maintenance request, simply enable the “Share and post this request to Service Pro dashboard” toggle button and enter the Service Pro’s email address. Once the professional’s Service Pro account has been registered with TenantCloud, the maintenance request will be shared:

Complete the last step to create a request.

In case you’ve already created a maintenance request, you can assign a Service Pro right on a request preview page. Simply press on +Add Assignee, in the “Assignee Information” section and select the needed Service Pro from the list. He/she will receive an email notification once it is shared: 

You can also switch to the Detail view on the “Requests” page and easily add assignee right on the preview page of the maintenance request. Select the needed request from the left to view the request’s preview page on the right side of the page:

Please note! The Detail view is available from the Starter Plan.

 

Last updated:
Dec. 9, 2021