Units & sites
Manage your settings for units and sites.
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 unit.You can define 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 limitsYou can update the authorisation limits for each unit for callouts and quotes.
Update unit attendance instructionsYou can add attendance instructions to a site so contractors receive important information before attending.
Site Arrival ChecksYou can configure the health and safety questions that contractors must complete on site arrival before starting maintenance work.
Upload and manage site documentsAdd and manage site documents like fire exit plans or licenses to keep unit information organised and accessible.
Customise terminologyYou can update the tenant and landlord terminology to match your organisation’s preferred wording.
List of system email addresses and URLsThe URL to log in as an internal migrated user and the URL for contractors to log in are different.
Fix head office order authorisation issueResolve issues where a Head Office user cannot authorise an order despite having the correct authorisation limit.
Change company detailsYou can update your invoicing address and company information.
Enable the Odd Jobs functionalityYou can enable the Odd jobs feature for the units to make a list of jobs for the contractors.
Manage equipment response timesYou can edit or add response times for specific equipment types in unit settings to ensure service levels are correctly applied.
Allow user groups to allocate in-house jobsEnable user groups in Access Maintain to allocate in-house jobs or raise external callouts by adjusting permissions in the In-house Settings.
Enable user group review before releaseYou can configure user groups to review and approve callouts or quotes before they are released.
Manage authorisation sequenceYou can manage the normal authorisation sequence and the supply-only authorisation sequence separately, depending on how your organisation processes approvals.
Import unit instructionsYou can import instructions for multiple units at once and automatically display them as notes on all related orders visible to contractors
Create and manage tiers in support teamsYou can add a new tier to either the Property Team or Ops Support Team.