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Maintenance Hub

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Maintenance Hub

The Maintenance Hub allows users to view and manage maintenance for all properties in one place.
Access the Maintenance Hub from the Dashboard by clicking the tile to the right of the calendar.

 

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Maintenance Hub Maintenance View

 

 

  1. Click Create Maintenance to create a new Maintenance Task
  2. Select criteria to filter the list, it will refresh as you make selections.
  3. Click column headings to sort the list.
  4. Click Title to open the Maintenance Job.
  5. Click the Property link to see a preview of the property file information.
  6. Click the Tenancy to preview tenancy file information. 
  7. Click the Contractor link to open the creditor's contact file.
  8. Click on the 3 dots for more options:
    1. Preview: Opens a pop-up showing more details of the Task (see below)
    2. View Task: Takes you to the Task Details page where you can edit as needed
    3. View Job: (Only for recurring maintenance) Takes you to the Job details view where you can see all tasks in a recurring series.

 

Maintenance Task Preview

  1. Create a work order to action maintenance task (if a Work Order has already been created, this will read View Work Order)
  2. Send a quote request to contractors.
  3. View or edit the Maintenance Job. (only for recurring Maintenance)
  4. Open the related property or tenancy file. 
  5. Edit the Maintenance Task details
  6. Mark the Maintenance Task as complete

 

Maintenance Hub Work Order View

 

The Work Orders tab lists all Work Orders and can be filtered using the options above the list of work orders.

 

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  • Clicking column headings will re-sort the list by that column.
  • Click the Work Order# link to edit, print or email work orders.
  • Click the maintenance or property links to preview the relevant files.
  • Click the contractor name link to open the contact file.

 

Maintenance Hub Quotes View

 

The Quotes tab will show all Quotes requested and can be filtered with the options above the list.

Maintenance_Hub_5.png

 

  • Clicking column headings will re-sort the list by that column.
  • Maintenance and Property link open previews of the relevant files.
  • The recipient's column will show how many contractors the quotes were requested from, and the responses column will show how many have submitted quotes online.
  • Click the Status link to view recipients, responses and accept quotes.

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