What this page is for
Run one job: give it to someone, move it through its steps, record costs and photos, and close it.
Who can use it
See maintenance tickets to view. Assign and progress tickets to assign, change priority, set the quote and move it; the person it is given to can also move it. Record ticket costs to add costs.
How to run a job
- Under Give the job to, choose a member of staff or a vendor and select Assign and tell them. Staff get a notification; a vendor gets an email with the job.
- Start work. If something holds it up, choose Waiting for something and say what.
- Add costs as they come: materials, labour (hours times rate), the vendor's charge.
- Mark completed. The costs are recorded as an expense on the unit.
- When checked, Close (checked) and rate the vendor's work. A closed job can be reopened.
How to get a quote approved
Enter the Quote and save. If your approval rules need approval for that amount, work cannot start until it is approved under Approvals.
Fields and columns
| Field | Meaning |
|---|---|
| Who pays | The owner (the expense counts in the unit's profit and loss); the company (recorded, but not in the owner's P&L); the tenant or guest (also charged on with a draft invoice for the stay). |
| Out of order from / Back in use on | Blocks the unit on the calendars and in occupancy for those days. |
| History | Every step, with who and when. |
Statuses and automation
- Targets come from the priority; jobs past them are marked Late.
- Costs added after reopening are sent on as the difference, never twice.
- A vendor's average rating is updated when the job is closed with stars.
Settings that change this page
Response and fix targets per priority; approval rules; the Job for a vendor message template.
FAQs
Why can't I remove a cost? Costs of a completed job are already recorded. Reopen it, or record a correction.
Troubleshooting
| Problem | What to do |
|---|---|
| Start work is refused | The quote waits for approval, or was refused. |
| The vendor got no email | Add their email address on the vendor. |