Walkthrough of Maintenance Statuses

Step 1. Access the Management Tab 0:00

• Start by navigating to the management tab on the left-hand side of the screen.

Step 2. Add a Maintenance Job to Reporting 0:09

• Click to add a new maintenance job.
• Search for the relevant property.
• Enter the description.
• Skip contractor and maintenance time fields.
• Click ‘Save’ to set the status to ‘Reported’.

Step 3. Change Status to Quoting 0:56

• Click the edit icon to select a contractor.
• Scroll down and click ‘Save’ to change the status to ‘Quoting’.

Step 4. Change Status to Scheduled 1:31

• Click the edit button.
• Schedule the job for the set date.
• Skip cost and charge fields.
• Click ‘Save’ to change the status to ‘Scheduled’.

Step 5. Change Status to Awaiting Payment 2:12

• Click the edit button.
• Enter the cost and charge.
• Click ‘Complete’ to finish the job.
• Click ‘Save’ to change the status to ‘Awaiting Payment’.

Step 6. Understand Payment Statuses 3:11

• Familiarize yourself with the payment status options:
  • Landlord deducting contractor pending
  • Landlord deducting contractor paid
  • Landlord paid, contractor pending
  • Fully settled
  • Cancelled jobs.

Step 7. Receipt Payment and Pay Contractor 4:07

• View job details and navigate to the payments tab.
• Choose to receipt payment directly or through deduction.
• Select the payment method if direct.
• If deducting, select the payment period and click ‘Save’.

Pay Contractor

• Go back to the payments tab.
• Select ‘Pay Contractor’ and choose the payment method.
• Click ‘Save’ to update the status to ‘Landlord deducting contractor paid’.

Step 8. Pay Landlord 6:00

• When the rent is due to be paid, navigate to the property and select the payments tab.
• Click ‘Pay Landlord’.
• Select the month and confirm the amount after deductions.
• Click ‘Save’ to update the status to ‘Fully Settled’.

Step 9. Cancel a Job 6:56

• Go to the scheduled jobs and select the job to cancel.
• Click ‘View Details’ and then ‘Cancel Job’.
• Provide a reason for cancellation and click ‘Save’.