Maintenance

Maintenance brings tenant reports, internal work, suppliers, quotes, visits, approvals, and conversations into one workflow. You can follow a repair from the first report through to the completed work and invoice. Maintenance has two pages in the Dashboard:

• The Maintenance page is your reporting view, showing how your team is performing and how much work is outstanding.
• The Issues page is where your team works through individual issues, on a board, in a table, or in a split view.

​

How maintenance work is organised

• An issue records the problem, the property it affects, its priority, and the conversation with the tenant.
• A job records one piece of work needed to resolve the issue. An issue can have several jobs when different trades or visits are required.
• A quote records one supplier’s price for a job. You can compare several quotes or assign the work directly without requesting quotes.

​

Issue statuses

Every issue has a status that shows where it is in your workflow:

• Open: The issue has been reported but nobody has started work on it yet.
• In progress: Someone is actively working on the issue.
• Resolved: The issue has been fixed and no further action is needed.

​

Issue types

Issues are grouped by type so you can tell where they came from:

• Customer request: Raised by a tenant from their portal.
• Internal: Raised by your team.
• Planned: Scheduled or preventative work.

​

Reported and internal work

Both the Maintenance page and the Issues page have source tabs:

• All: Every issue.
• Reported: Issues a tenant reported from their portal.
• Internal: Issues your team raised, including planned work.

The selected source applies to the metrics, charts, board, and table. You can set separate response targets for reported and internal issues.

​

Priorities

Set a priority to help your team focus on what matters most:

• Low
• Medium
• High
• Urgent

Priority also decides how quickly an issue should be responded to and resolved.

​

Issue categories

Each issue can be tagged with a category to describe the kind of work involved, such as Heating system, Air conditioning, Appliance, Electricity, Exterior, Housing, Housekeeping, Locksmith, Pest control, Painting, Plumbing, or Other.

​

Get started