Propertyware Knowledge Base

Category » Maintenance

There were 21 articles found in this category:

1. Maintenance Overview
   Propertyware's Maintenance Module, also referred to as the Maintenance Tab, may be accessed only if subscribed to Premium Add-On Module by your Propertyware Administrator from the Subscription Settings page of Propertyware's Administration Setup. The Maintenance Module provides your business se ...
2. Maintenance Categories
   Maintenance Categories are used to help describe the type of work orders that your team manages. Propertyware comes with the following standard work order categories: Service Requests General Maintenance Turnover Inspection To Create a Custom Mainenance Category: Click the Setup link i ...
3. What is a Work Order?
   Work Orders are created by your management team for projects, maintenance, or services requested by tenants. Propertyware allows you to track work orders, assign vendors to them, and track time and bills. Work Orders are created from the Maintenance Tab, where you can categorize and prioritize ...
4. Creating/Editing Work Orders
   To create a Work Order: Click Maintenance Tab. Click the New button from the center of the page or select the New Work Order option from the Related Activities menu located on the sidebar of the page. The Work Order Detail table displays the standard and custom fields on your Work Order. The ...
5. Viewing A Work Order Summary
    To view a Work Order Summary: Locate the Work Order by using search, or click the Maintenance tab and use the search filters to locate the correct work order. Once you have located the appropriate Work Order, click the link that appears in the WO# column. The summary displays the followi ...
6. Work Order Approvals
   Propertyware's Work Order Approvals enable owners and managers to control maintenance spending. This feature is enabled on each User Profile, which controls which users are able to approve Work Orders. Configuring Maintenance for Approvals Propertyware's Maintenance module can be configured f ...
7. Recording Work Order Bills
   Propertyware allows you to create bills directly from within a Work Order for work order-related expenses; these bills then appear in the Money Out Tab. To create a new Work Order Bill: Locate the Work Order using Search or by using the Maintenance Tab's search filters; then click the link tha ...
8. Work Order Tasks
   Work Order Tasks are similar to the Desktop Task List, except the tasks are specific to a particular Work Order. To create a new Work Order Task: Locate the Work Order either by using Search or by clicking the Maintenance Tab and using the search filters. Click the link that appears in the W ...
9. Assigning Vendors to Work Orders
   To assign a Vendor to a Work Order: Locate the applicable Work Order by using Search or clicking the Maintenance Tab from any page of the application. Select the desired open Work Order from the table. Each Work Order is automatically assigned a WO #; click on the applicable WO# link to vie ...
10. Closing Work Orders
    Propertyware allows users to close one work order at a time,  or select a group of them to close at once. To close an individual work order: Locate the work order and view the Work Order Summary, which displays the Close Work Orders page, which displays the following fields; enter the Closing ...
11. What is a Service Request?
    A Service Request is a request for maintenance or repair submitted by a tenant from the service request form on the Tenant Portal, either from the Home Tab or the Maintenance Tab. Here is the Process for Completing a Service Request: The tenant completes the Service Request on the Tenant Porta ...
12. Viewing Service Requests
    To view a Service Request: Locate the Service Request by using Search or clicking the Maintenance tab. From the Search Your Work Orders table, select the Service Request option from the By Type drop down menu. Service Requests are numerically identified in red within the yellow header appea ...
13. Service Request Notifications
    Propertyware can be configured to send an alert to your management team when a tenant fills out the Service Request form from your Propertyware Portal, which automatically submits a Service Request. The following is an example of the email sent when the New Service Request alert has been enable ...
14. Printing Work Orders
    To Print a Single Work Order Locate the Work Order you wish to print using Search or through the Maintenance Tab's search filters Click the link that appears in the WO# column. Click the Mail Merge button on the Work Order Detail Page. Select the template you would like to use when print ...
15. Time Tracking within Work Orders
    Summary Propertyware’s Work Order Time Tracking feature allows property management companies to store labor rates, then calculate labor charges from those rates. A record of time card entries for a work order, including labor charges, is displayed on the Time Tracking tab under Maintenanc ...
16. Using Conversations in Propertyware
    Conversations is a simple way to send and record messages to your Management Team, Tenants, Owners and Vendors. You can start a Conversation with an individual or select group, or post a message for all to see – it's entirely up to you. Conversations is at its largest and most visible on ...
17. Views
    A view allows you to filter data on a particular page. For example, if you want to see a list of leases that are about to expire, you could create a view in the Leases tab that filters by leases with an end date “between” a particular date range. When this view is selected, only ...
18. Service Agreements
    Description Service agreements allow you to setup work order templates for recurring work orders. You can set them on a schedule (e.g., weekly, monthly) or you can create a template and manually attach individual occurrences of the work (e.g., snow removal, landscaping). Creating New Service ...
19. Leaving Comments on Work Orders
    To leave comments for the tenant on a specific work order, follow these steps: Click on the Maintenance tab. Select a specific Portfolio or Building from the Portfolio/Building scroll down menu. Click on the specific Work Order you wish to leave comments on. Click on the Comments sub-tab loc ...
20. Turnovers
    In Propertyware, there are three standard Work Order Types: General, Inspections, and Turnovers. A Turnover is the process between two leases when a property is prepared for a new tenant. Having the ability to separate Turnover work orders from other types of work orders can help a manager g ...