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Operations

Service tickets, tasks, vendors and building assets

24 articles in 4 sections

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Articles in Operations

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  • Service Tickets14Raising, assigning, converting and closing service tickets
  • Tasks4Creating, assigning and repeating tasks
  • Vendors and Work Orders3Adding vendors and billing their work
  • Assets and Maintenance2Equipment, warranties and scheduled maintenance

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  • Operations

Service Tickets

14 articles

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

  • 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

  • Troubleshooting

  • What Residents See When They Create a Ticket

  • What's New in Service Tickets

Tasks

4 articles

Creating, assigning and repeating tasks

  • Add Assignees to a Task

  • Create a Task

  • Organize Tasks with Categories, Projects, and Labels

  • Set Up Recurring Tasks

Vendors and Work Orders

3 articles

Adding vendors and billing their work

  • How to view and add a vendor's expenses

  • Vendor Billing Tab: FAQ

  • Vendor Billing Tab: Overview

Assets and Maintenance

2 articles

Equipment, warranties and scheduled maintenance

  • Set Maintenance Schedules for Assets

  • Track Equipment and Warranties

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