Vincent Galante
Articles
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Scheduling a Maintenance Ticket
There are two ways to schedule a maintenance ticket. You may schedule service directly from a ticket or you use the Ticket Scheduler feature, which provides a more visual interface in which to work...
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Automating Notice of Entry Tasks
When service requests are scheduled, residents are sent an automated notice of entry if they have opted into maintenance notifications. For residents who have not opted into notifications, you can ...
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Adding a Project
Projects provide your team with a convenient way to bundle multiple tickets into one coordinated effort. Steps Navigate to ProjectsFrom the menu, go to Maintenance → Projects. Start Your ProjectCl...
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Adding a Purchase Order
Purchase Orders allow your team to track products and services required to fulfil tickets or projects. To add a purchase order: Steps Navigate to Purchase Orders and Create Your OrderFrom the menu...
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Adding a Vendor
The Vendors feature allows your team to assign work to third parties as well as track their tickets and amount due. Steps Navigate to Vendors and Create a VendorFrom the menu, navigate to Mainten...
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Adding and Editing Tasks within a Maintenance Ticket
Some maintenance tickets require more than one action to resolve. These actions can be documented using the Tasks feature within Maintenance. Tasks will appear in the form of checklists for mainten...
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Updating a Maintenance Ticket
All maintenance tickets can be updated as service is assigned, scheduled, and completed. Ticket Details A series of additional information is available on a ticket after it is created. In all cases...
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Viewing a Maintenance Ticket
Maintenance tickets contain all details necessary for understanding a service request's lifecycle. To access a ticket, navigate to Maintenance → Tickets within your menu. Information is segmented a...
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Finding Maintenance Tickets Assigned to You
It's simple to find the maintenance tickets to which you're assigned. Steps Navigate to TicketsFrom the menu, go to Maintenance → Tickets. The maintenance ticket dashboard will appear. Filter Tick...
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Creating a Maintenance Ticket
Maintenance tickets can be created by site teams and residents. Site team members have a series of additional options that can be entered when the ticket is created or throughout its lifecycle. S...