Units & sites
Manage your settings for units and sites.
By Aurelian and 1 other2 authors21 articles
Create a new unit or siteYou can create and manage units and sites to ensure they have the correct details.
Add or amend rooms to a unitDefine and manage specific rooms within unit areas to better organise equipment and tasks across different spaces.
Manage unit brand typesYou can manage the units and the brand types to define what areas for work are available.
Manage unit authorisation limitsUpdate the spending thresholds for quotes and callouts to ensure the correct level of approval is applied to the units.
Update unit attendance instructionsAdd attendance instructions to a site so contractors receive essential information before they visit.
Site Arrival ChecksConfigure the health and safety questions contractors must complete on arrival before starting maintenance work.
Upload and manage site documentsAdd and manage site documents such as fire exit plans or licences to keep unit information organised and accessible.
Customise terminologyReplace the default tenant and landlord terms with wording that matches your organisation's preferred language.
System login URLs and email addressesInternal users and contractors use different login URLs. The email address used for system notifications depends on the type of user.
Fix head office order authorisation issueResolve an issue where a Head Office user cannot authorise an order despite having the correct authorisation limit.
Change company detailsUpdate company information, invoicing address, phone number visibility, and the login page logo.
Enable the Odd Jobs functionalityEnable the odd jobs feature so contractors can view and complete a list of smaller or irregular tasks for a unit.
Manage equipment response timesUpdate or add response times for specific equipment types to ensure the correct service levels are applied.
Allow user groups to allocate in-house jobsGive a user group permission to allocate in-house jobs or raise external callouts from the In-house Settings.
Enable user group review before releaseConfigure a user group to review and approve callouts or quotes before they are released to a contractor.
Manage authorisation sequenceConfigure the order in which user groups approve quoted and supply only orders, separately for each sequence.
Import unit instructionsImport instructions for multiple units at once so they appear automatically as notes on all related orders visible to contractors.
Manage tiers in support teamsAdd and configure tiers within the Property Team or Ops Support Team to define levels of responsibility and assign the correct user groups.
View the unit spend dataMonitor financial commitments, accruals, and budget variance for a unit from the Spend area.
Check the remaining budget for a unitReview budget availability when releasing a callout to confirm sufficient funds are in place before the job is approved.
Set up tenanted sitesEnable tenanted sites, assign them to unit types or brands, and create a dedicated GL code for financial tracking.