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  1. Help Center
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  3. Operations

Operations

Service tickets, tasks, vendors and building assets

78 articles in 7 sections

Type to search. Results appear as you type.

Articles in Operations

Browse by section

  • Service Tickets22Raising, assigning, converting and closing service tickets
  • Tasks4Creating, assigning and repeating tasks
  • Requests for Access11Asking a unit for permission to enter, or giving notice that entry is required, and tracking every answer in one place.
  • Requests for Proposal9Inviting vendors to quote on a service ticket, comparing what comes back, putting it to a vote, and awarding the work.
  • Asset Impact and Closures7Closing an amenity because work is happening, handling the bookings already in the diary, and keeping residents informed.
  • Vendors and Work Orders5Adding vendors and billing their work
  • Assets and Maintenance2Equipment, warranties and scheduled maintenance

Start here

  • Approvals: decide expenses, board votes and RFPs in one place

  • Board Decisions: overview

  • Confirming packages, and what a refused package means

  • Document sharing

  • Finding the packages for one home

  • How to approve expenses and RFPs in Approvals

  • How to create a decision

  • How to create a time limited public link

  • How to generate the PDF report

  • How to run a vendor RFP through Board Decisions

  • How to share a file or folder

  • How to upload with drag and drop

  • How to vote and finalize a decision

  • How to vote on board decisions in Approvals

  • Operations

  • Troubleshooting

  • Troubleshooting document sharing

  • When a scanned package needs a look

Service Tickets

22 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

  • Documents on a Service Ticket

  • Finding a Ticket: Search and Filters

  • 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

  • Notes on a Ticket, and What the Resident Can See

  • Service Ticket Statuses Explained

  • Service Tickets: Glossary

  • Service Tickets: Overview

  • Service Tickets: Troubleshooting

  • Set Up Recurring Service Tickets

  • The History on a Ticket: What It Records

  • The Tabs on a Service Ticket, Explained

  • Troubleshooting

  • What Residents See When They Create a Ticket

  • What's New in Service Tickets

  • Who Can Do What on a Service Ticket

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

Requests for Access

11 articles

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

Requests for Proposal

9 articles

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

Asset Impact and Closures

7 articles

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

  • What Happens to Bookings and Money When You Close an Amenity

Vendors and Work Orders

5 articles

Adding vendors and billing their work

  • How to view and add a vendor's expenses

  • Requesting Completion, and Technician Notes

  • Vendor Billing Tab: FAQ

  • Vendor Billing Tab: Overview

  • What a Contractor Sees on a Work Order

Assets and Maintenance

2 articles

Equipment, warranties and scheduled maintenance

  • Set Maintenance Schedules for Assets

  • Track Equipment and Warranties

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