Troubleshoot a maintenance email or PDF
Check record data, generated file, recipient, global SMTP and logs.
Before you start
Clients must be linked to the property. Staff need the relevant maintenance permission; customer View can expose the hub but does not authorise writes.
Follow these steps
- Open the maintenance request and confirm property, tenant and current status.
- Check record data, generated file, recipient, global SMTP and logs.
- The module relies on core CRM email/PDF services.
- The request reflects the intended change and remains linked to the correct property and job.
Fields, rules and limits
- The module relies on core CRM email/PDF services.
Check it worked
The request reflects the intended change and remains linked to the correct property and job.
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
Can customer View authorise maintenance changes?
No. It can expose the hub, but create/edit/delete actions require the corresponding maintenance authority and access to the selected request.
Can I use Save Request to start a new repair?
Save Request edits an existing request. New work starts through the client request form, Allocate Job or the separate Flow remedial workflow.