Real Estate Management — Maintenance requests and tenant feedback
Accept tenant maintenance requests, manage staff decisions, create PDFs/emails and collect completion feedback.
01Open client maintenance requestsReview maintenance records linked to the current tenant’s properties.Client Portal → Real Estate → Maintenance02Submit a maintenance requestChoose property/address, subject and issue; upload photos when needed.Client Portal → Real Estate → Maintenance → New Request03Verify maintenance-request property accessConfirm the selected property belongs to/links with the current client.Client Portal → Real Estate → Maintenance → New Request04Upload maintenance photosAttach supported images to evidence the issue.Client Portal → Real Estate → Maintenance → New Request → Photos05Open the admin maintenance registerReview all accessible maintenance requests.Admin Area → Maintenance & Jobs06Review maintenance-request detailsOpen subject, issue, property, tenant, photos, status and notes.Admin Area → Maintenance & Jobs → open request07Create or update a maintenance request in adminSet assignee, supplier, priority, status, cost and admin note.Admin Area → Maintenance & Jobs → open request → Edit08Set maintenance priorityChoose the displayed priority based on urgency and risk.Admin Area → Maintenance & Jobs → open request → Priority09Assign maintenance to staffSelect assigned_to for internal ownership.Admin Area → Maintenance & Jobs → open request → Assign Staff10Assign maintenance to a supplierSelect supplier_id and create/allocate the work order when appropriate.Admin Area → Maintenance & Jobs → open request → Assign Supplier11Update maintenance statusUse a displayed status and record notes/evidence.Admin Area → Maintenance & Jobs → open request → Status12Record maintenance costEnter the actual/estimated cost in the admin form.Admin Area → Maintenance & Jobs → open request → Cost13Generate a maintenance PDFCreate the supported maintenance record/work-order PDF.Admin Area → Maintenance & Jobs → open request → PDF14Email a maintenance request or work orderUse the supported send-email action.Admin Area → Maintenance & Jobs → open request → Send Email15Review maintenance from the landlord viewAllow the linked landlord to see relevant jobs.Landlord Portal/Client Portal → Maintenance16Open a landlord maintenance job report — Maintenance requests and tenant feedbackReview work evidence for a linked job.Landlord Portal/Client Portal → Maintenance → Job Report17Submit tenant feedbackEnter rating, notes and optional attachment after completion.Client Portal → Real Estate → Maintenance → completed request → Feedback18Review tenant feedbackOpen rating, notes and attachment in admin.Admin Area → Maintenance & Jobs → completed request → Tenant Feedback19Troubleshoot a missing maintenance requestCheck client-property link, request status, portal contact and access scope.Admin Area / Client Portal → Maintenance20Troubleshoot a maintenance email or PDFCheck record data, generated file, recipient, global SMTP and logs.Admin Area → Maintenance & Jobs → open request