Open a landlord maintenance job report
View the job report for an authorised linked property.
Before you start
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.
Follow these steps
- Find the existing owner or CRM customer by identity and contact details.
- View the job report for an authorised linked property.
- The report validates the job ID and landlord relationship.
- The owner/customer and property relationship are correct; unrelated links remain unchanged.
Fields, rules and limits
- The report validates the job ID and landlord relationship.
Check it worked
The owner/customer and property relationship are correct; unrelated links remain unchanged.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The report validates the job ID and landlord relationship.
Why is the record or action unavailable?
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.
