Operations

Raising, assigning, converting and closing service tickets

• Add Assignees to a Service Ticket

• Attach a Vendor to a Service Ticket

• Convert a Service Ticket to a Task (and make sure it stays visible)

• Create a Service Ticket

• Documents on a Service Ticket

• How the Emergency Number Is Chosen

• How to Convert a Service Ticket into a Board Decision

• How to Reassign Work When Removing a Team Member

• How to Set the Emergency Line

• Service Tickets: Overview

• Service Tickets: Troubleshooting

• Set Up Recurring Service Tickets

• The Tabs on a Service Ticket, Explained

• Troubleshooting

• What Residents See When They Create a Ticket

• What's New in Service Tickets

Creating, assigning and repeating tasks

• Add Assignees to a Task

• Create a Task

• Organize Tasks with Categories, Projects, and Labels

• Set Up Recurring Tasks

Asking a unit for permission to enter, or giving notice that entry is required, and tracking every answer in one place.

• Access Request Statuses Explained

• Choosing Who Receives a Request for Access

• How to Send a Request for Access

• Mandatory vs Request: Which One to Send

• Recording an Answer on Someone's Behalf

• Requests for Access: Glossary

• Requests for Access: Overview

• Requests for Access: Troubleshooting

• Reschedule Requests: How They Work

• Sending a Reminder for a Request That Has Not Been Answered

• What the Recipient Sees and How They Answer

Inviting vendors to quote on a service ticket, comparing what comes back, putting it to a vote, and awarding the work.

• Awarding the Work

• Comparing Proposals

• How to Invite Vendors to an RFP

• Putting an RFP to a Board Vote

• Requests for Proposal: Glossary

• Requests for Proposal: Overview

• Requests for Proposal: Troubleshooting

• RFP Statuses Explained

• What a Vendor Sees and How They Submit a Proposal

Closing an amenity because work is happening, handling the bookings already in the diary, and keeping residents informed.

• Asset Impact: Overview

• Asset Impact: Troubleshooting

• Cancel Bookings or Block New Ones

• Closure Statuses Explained

• Confirming a Closure, and Why Scheduling Is Not Enough

• How to Close an Amenity for Scheduled Work

Adding vendors and billing their work

• How to view and add a vendor's expenses

• Vendor Billing Tab: FAQ

• Vendor Billing Tab: Overview

Equipment, warranties and scheduled maintenance

• Set Maintenance Schedules for Assets

• Track Equipment and Warranties