Workflow

Real Estate Management — Maintenance requests and tenant feedback

Accept tenant maintenance requests, manage staff decisions, create PDFs/emails and collect completion feedback.

20 connected guidesLive filterPermission-aware instructions
20 guides
Guide

Open client maintenance requests

Open client maintenance requestsReview maintenance records linked to the current tenant’s properties.Client Portal → Real Estate → Maintenance

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Submit a maintenance request

Submit a maintenance requestChoose property/address, subject and issue; upload photos when needed.Client Portal → Real Estate → Maintenance → New Request

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Verify maintenance-request property access

Verify maintenance-request property accessConfirm the selected property belongs to/links with the current client.Client Portal → Real Estate → Maintenance → New Request

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Upload maintenance photos

Upload maintenance photosAttach supported images to evidence the issue.Client Portal → Real Estate → Maintenance → New Request → Photos

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Open the admin maintenance register

Open the admin maintenance registerReview all accessible maintenance requests.Admin Area → Maintenance & Jobs

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Review maintenance-request details

Review maintenance-request detailsOpen subject, issue, property, tenant, photos, status and notes.Admin Area → Maintenance & Jobs → open request

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Create or update a maintenance request in admin

Create or update a maintenance request in adminSet assignee, supplier, priority, status, cost and admin note.Admin Area → Maintenance & Jobs → open request → Edit

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Set maintenance priority

Set maintenance priorityChoose the displayed priority based on urgency and risk.Admin Area → Maintenance & Jobs → open request → Priority

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Assign maintenance to staff

Assign maintenance to staffSelect assigned_to for internal ownership.Admin Area → Maintenance & Jobs → open request → Assign Staff

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Assign maintenance to a supplier

Assign maintenance to a supplierSelect supplier_id and create/allocate the work order when appropriate.Admin Area → Maintenance & Jobs → open request → Assign Supplier

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Update maintenance status

Update maintenance statusUse a displayed status and record notes/evidence.Admin Area → Maintenance & Jobs → open request → Status

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Record maintenance cost

Record maintenance costEnter the actual/estimated cost in the admin form.Admin Area → Maintenance & Jobs → open request → Cost

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Generate a maintenance PDF

Generate a maintenance PDFCreate the supported maintenance record/work-order PDF.Admin Area → Maintenance & Jobs → open request → PDF

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Email a maintenance request or work order

Email a maintenance request or work orderUse the supported send-email action.Admin Area → Maintenance & Jobs → open request → Send Email

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Review maintenance from the landlord view

Review maintenance from the landlord viewAllow the linked landlord to see relevant jobs.Landlord Portal/Client Portal → Maintenance

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Open a landlord maintenance job report — Maintenance requests and tenant feedback

Open a landlord maintenance job report — Maintenance requests and tenant feedbackReview work evidence for a linked job.Landlord Portal/Client Portal → Maintenance → Job Report

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Submit tenant feedback

Submit tenant feedbackEnter rating, notes and optional attachment after completion.Client Portal → Real Estate → Maintenance → completed request → Feedback

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Review tenant feedback

Review tenant feedbackOpen rating, notes and attachment in admin.Admin Area → Maintenance & Jobs → completed request → Tenant Feedback

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Troubleshoot a missing maintenance request

Troubleshoot a missing maintenance requestCheck client-property link, request status, portal contact and access scope.Admin Area / Client Portal → Maintenance

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Troubleshoot a maintenance email or PDF

Troubleshoot a maintenance email or PDFCheck record data, generated file, recipient, global SMTP and logs.Admin Area → Maintenance & Jobs → open request

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