Property Tree | Session 7 - Property Maintenance

Property Tree | Session 7 - Property Maintenance

This course is designed for users of all levels, primarily focusing on property maintenance in Property Tree. However, it is recommended that those new to Property Tree complete the Navigation course, Adding Profiles courses and Managing Tasks course before attempting this course.

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About this course

At the end of this course, you will be able to:

  • Understand Property Maintenance 
  • Understand the Maintenance Process 
  • Use the Maintenance Automated Communications
  • Create a Maintenance Request in Property Tree
  • Send Request Approval to the ownership
  • Send Quotes to creditors/trades 
  • Send a Work Order to the selected creditor/trade
  • Link Invoices to Maintenance Requests and process
  • Understand the process of creating Maintenance Requests via the Portals
  • Report and track maintenance
  • Third Party Integrations 

Duration: 1 hour approximately

When you're ready to begin, click on the Start Course button at the top of this page. 

Curriculum

  • Property Tree | Session 7 - Property Maintenance
  • Survey

About this course

At the end of this course, you will be able to:

  • Understand Property Maintenance 
  • Understand the Maintenance Process 
  • Use the Maintenance Automated Communications
  • Create a Maintenance Request in Property Tree
  • Send Request Approval to the ownership
  • Send Quotes to creditors/trades 
  • Send a Work Order to the selected creditor/trade
  • Link Invoices to Maintenance Requests and process
  • Understand the process of creating Maintenance Requests via the Portals
  • Report and track maintenance
  • Third Party Integrations 

Duration: 1 hour approximately

When you're ready to begin, click on the Start Course button at the top of this page. 

Curriculum

  • Property Tree | Session 7 - Property Maintenance
  • Survey