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    • Maintenance Categories

    • Modified on: Thu, 2 Mar, 2023 at 9:05 PM
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    Overview

    Settings for the Maintenance module are controlled by the Maintenance/Repair Categories section in the Settings tab. If you wish to pull detailed maintenance reports through BuildingLink, it's a good idea to create detailed maintenance categories. 


    Table of Contents


    Ways to Use Maintenance Categories

    Default Maintenance Categories

    • Electrical
    • Plumbing
    • Central Plant
    • Common Areas
    • Heating - A/C
    • Elevators
    • Condensation Riser Leak
    • Doors & Locks
    • Exterminator
    • Appliances
    • Windows
    • Vandalism
    • Floors
    • Other

     

    Many buildings will add the additional Categories and Subcategories:

    • Sinks, Faucets, Pipes - These are common subcategories to add under Plumbing
    • Stove, Refrigerator, Dishwasher - These are common subcategories to add under Appliances
    • Light Bulbs, Outlets, Switches - These are common subcategories to add under Electrical
    • Leaks
    • Landscaping
    • Preventative Maintenance
    • Noise Complaint

     

    Adding Maintenance/Repair Categories

    To add a Maintenance/Repair category, click on the Settings tab and select Maintenance/Repair Categories


     

    Next, click the green Add New Category button in the top right corner.


     

    You'll be taken to the Add New Category screen.  If you wish to add a new heading category, simply type in the name of the category next to Category Name, and leave the dropdown menu that follows on Not Applicable. If you wish to add a Subcategory, type in the name of the subcategory next to Category Name, and choose its heading using the dropdown menu. 

     

    You can decide if this category should be used by staff only (and not residents), and set any notification options specific to this category; these will override your default maintenance notification settings from General Building Set Up Options. In addition, you can define instructions to be shown to residents, and add liability waiver text.  Finally, there are options to display a line of text on the printed work order, and also to add a button for this category on the resident portal. Make sure to click Save.


     

    To change or review the settings for a Maintenance/Repair category,  click on the Settings tab and select Maintenance/Repair Categories. You'll be taken to a screen that displays all Maintenance/Repair Categories. Click Edit next to the Maintenance/Repair category you wish to view/change.



     

    After making any changes, click Save. To remove a category, set it to Inactive.