Click here to see how to train up on agent and team assignment 


Fixflo allows you to assign specific people or teams to properties where they are responsible for ensuring that the repair requests gets handled. However, you may also have another level of assignment required when you have different roles and responsibilities split across your team.


For example, you may have a team structure where there are Property managers who are responsible for a portfolio of properties and take care of landlord management, financials and any escalations but they also have an Assistant Property Manager who helps them keep on top of all maintenance related tasks. 


In this scenario, you can assign both the Property Manager and Assistant Property Manager to the relevant properties in Fixflo. 


Setting up Property Manager Assignment


To manually make an assignment change you can go to 'Properties', find the property where you want to add or change assignment, and ensure both of these fields are populated with the respective agents/team members. 

There is also the option to do this via a bulk method if there are lots of changes that you need to make. There is more information on this here.


Tracking Repair Requests

  

This assignment setup will ensure that all maintenance issues are automatically assigned to the Assistant Property Manager when they are raised and they will also receive an email alert (if enabled). The Assistant PM will be able to filter their dashboard tiles to 'My (only)' or 'My (including unassigned)' to see all of the issues that are assigned to them.



Additionally, the Property Manager will still have oversight of any maintenance issues that have been raised at any of their properties, even if they are not personally handling the resolution of them. They can filter their dashboards to 'My Properties'. 




If the Assistant PM needs any help with managing repairs, they can of course assign issues to the Property Manager. We therefore recommend that the PM has a dashboard tile filtered to 'My (only)' as well as 'My Properties' to ensure they can differentiate between issues they are managing vs. issues they are not.


For example, there are two Issues Requiring Attention tiles, one is set to 'My (only)' - the person icon and one is set to 'My Properties' the house icon so they have full oversight of their task list and total actions required across all issues.