Co-Pilot allows you to create as many custom rules as you need to automate and streamline your repair and maintenance process.
Below are some examples where Co-Pilot can be a really useful tool - we hope these are useful!
1. Instruct all non-technical jobs to your contractor automatically.
Auto-instruct issues for faults to do with furniture, internal doors, lighting, keys/access issues etc. to a contractor with a works authorisation limit automatically. This is useful if you have a single handy-man who completes all of these jobs, or does so at properties within a certain area!
2. Request quotes automatically for certain issues (particularly useful for specialist contractors).
For instance, broken windows: automatically ‘Request Quotes’ from your glazier so that when you first click into the issue you are presented not only with the problem but also the solution in the form of a submitted quote.
3. Notifications: With Co-pilot you can be really specific with what you want to be notified about.
If you manage a set of properties within specific postcodes, get notified outside of office hours of any ‘lock’ issues for your patch only. You can set this up by adding an action to notify the agent. This will then send an email straight to the assigned agent's inbox, notifying them that a 'lock' issue has been reported.
4. Notify landlords
If you have certain landlords who prefer to be notified of all repairs at their properties, set up a notification rule specific to them! For more information, check out the guide here.
5. Notify all occupiers when a planned maintenance issue is raised.
If you have multiple occupiers at a property, you can set up a co-pilot rule to notify all of them, rather than just the 'reporting occupier', when an issue is raised from a service event.
6. Filter by Managed and non-managed.
If you have many non-managed properties, you can set up a co-pilot rule to notify a landlord when an issue is reported. You can also use this filter to filter out properties on the co-pilot rule based on whether they are managed or non-managed to ensure that OOH issues are not instructed for non-managed properties.