Create Maintenance Request

Property managers can log a maintenance request for any property, with or without a tenant attached. Everything about the job, including priority, photos, instructions and the vendor, is set in one form.

Step 1: Open the maintenance form

1. From the left-side menu, click Dashboard.
2. Click Create Maintenance. It sits right beside the Quick Actions button, and it's also listed inside the Quick Actions dropdown. Either route opens the same form.

If you're on the Maintenance Request page instead, click the add button to start a new request.

Step 2: Fill in the request

1. Property: select the property the issue is at.
2. Renter: select the tenant who reported it, if there is one. This is optional, so you can log requests for vacant units or problems you spotted yourself.
3. Category: choose the type of issue, for example Plumbing or Electrical.
4. Title: add a short title so the request is easy to spot in a list.
5. Description: describe the problem in as much detail as you can.
6. Priority: choose how urgent it is, such as Urgent, High, Normal or Low.
7. Associated contacts: add anyone who should be kept informed. They get read-only access.
8. Work instructions: tell the vendor what needs to be done, access details, and so on.
9. Due date: set when the work should be finished.
10. Attachments: upload photos or files.
11. Vendor / contractor: assign who will do the job.

Step 3: Save

Save the request. It now shows in your maintenance list.

What happens next

• When you assign a vendor, the status changes to Vendor Assigned automatically. You don't need to update it yourself.
• The assigned contractor gets the request as a PDF attached to their notification email.
• Contractors can add Contractor Notes and update the status, but they can't change the work instructions.
• To tell the tenant about a scheduled visit, update the status and add a note with the change. Status change notes notify the tenant. Contractor Notes do not.

Good to know

• Listing owners can turn on an Emergency Banner on the maintenance form and set its title and message.
• Tenants can raise their own requests from the tenant portal. Those arrive in the same list.
• A finished job doesn't create an expense or bill on its own. Add the expense yourself, and charge it to the owner with a markup if that applies.
• You can add more attachments later: find the request, click the three dots, then Edit.