Units & sites
Manage your settings for units and sites.
By Xanthe1 author23 articles
- Create a new unit or siteYou can create and manage units and sites to ensure they have the correct details.
- Manage unit brand typesYou can manage the units and the brand types to define what areas for work are available.
- Add or amend rooms to a unitDefine and manage specific rooms within unit areas to better organise equipment and tasks across different spaces.
- Site Arrival ChecksConfigure the health and safety questions contractors must complete on arrival before starting maintenance work.
- Import unit instructionsImport instructions for multiple units at once so they appear automatically as notes on all related orders visible to contractors.
- View Unit detailsAs a unit user you can find more information about the unit like upcoming PMV visits and site documents.
- 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.
- Manage authorisation sequenceConfigure the order in which user groups approve quoted and supply only orders, separately for each sequence.
- 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.
- Update unit attendance instructionsAdd attendance instructions to a site so contractors receive essential information before they visit.
- Change company detailsUpdate company information, invoicing address, phone number visibility, and the login page logo.
- 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.
- Manage unit authorisation limitsUpdate the spending thresholds for quotes and callouts to ensure the correct level of approval is applied to the units.
- Mark messages as Read in site viewAs a unit user you can mark messages as read from the unit view.
- Enable user group review before releaseConfigure a user group to review and approve callouts or quotes before they are released to a contractor.
- View the unit spend dataMonitor financial commitments, accruals, and budget variance for a unit from the Spend area.
- Upload and manage site documentsAdd and manage site documents such as fire exit plans or licences to keep unit information organised and accessible.
- 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.
- Fix head office order authorisation issueResolve an issue where a Head Office user cannot authorise an order despite having the correct authorisation limit.
- 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.
- Set up tenanted sitesEnable tenanted sites, assign them to unit types or brands, and create a dedicated GL code for financial tracking.