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Dwelling Maintenace
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| For use by Owner Accounting sites:
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| Allows you to assign maintenance jobs which may be billed or non billed to the owner of that dwelling. Charges allocated to the owner adhoc account.
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| Reporting available for this area is below;
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| Go to the Reports Menu, Daily Reports
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| Job Maintenance:
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| Reports on all maintenance items that have been loaded in the dwelling maintenance area for specific from/to dates.
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| Go to the Utilities Drop Down Menu, select Dwelling Maintenance and Add.
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| Enter the area and hit enter on your keyboard, you should then see the dwelling number associated to that area in the Dwelling No field.
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| Select a Service Provider from the drop down list. To setup Service Providers see RMS Module Interfaces, Event Management
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| Choose who the maintenance was reported by i.e. Client, Owner or Staff.
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| Select a Job Status from the list i.e. Job Started, Awaiting Parts or Job Completed.
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| Enter details of the work required into the corresponding field, you may attach a sundry charge to this area if required.
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| Enter the Parts required (if any) into the field provided, you may attach a sundry charge to this area if required.
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| Progress notes may also be added.
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| The Owner Account button gives you direct access to the Owner Adhoc account, from here you can post charges and receipts.
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| The Create Invoice button allocates a tax invoice to the owner and posts all sundry charges attached to the dwelling maintenance onto the Owner Adhoc account.
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| Print Job Sheet, creates a report which you may give to the maintenance service provider or file for your own records
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| From the dwelling maintenance screen you may search for a job by;
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| Date Logged
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| Invoice No.
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| Job Logged By
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| Job No.
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| Job Status
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| Pitch/Area
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| Reported By
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| Service Provider
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| The CHM file was converted to HTML by chm2web software. |