Turning On Planned Maintenance View For Director, Leaseholder or Landlord Profiles

Modified on Fri, 27 Jan, 2023 at 5:13 PM

TABLE OF CONTENTS


Lettings

As an agent using a Lettings Professional system, you have the ability to allow your landlords to have oversight of the works planner tab at their properties.

To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance: 

Make sure you hit save!

From the Landlord side, they will be able to click 'My properties' to enter their properties, and view the works planner, as shown below: 




Block and BTR/PRS

As an agent using the Block and Build to Rent systems, you have the ability to indicate Leaseholder profiles as building Directors.

This allows you to send quotes for approval to these individuals. In addition, you can also allow Directors (created from Leaseholder profiles, guide here) to view the planned maintenance works planner for their building(s).

To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance: 

From the Director side, they will be able to click 'My blocks' to enter their building(s) and view the works planner, as shown below: 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article