Schedules can be setup for any recurring activity that you want to track.\u00a0 A Schedule would normally be an activity that doesn\u2019t relate to a specific asset in your property, but you still want to track when it needs to happen and potentially find a service provider to carry out the activity for you.<\/p>\n
Examples of Schedules are;\u00a0 Window Cleaning and other home cleaning such as desk or patio, Electrical maintenance checks and Garden Services, such as Lawn cutting or hedge trimming.<\/p>\n
The advantage to defining an schedule, is that you can link a schedule to a service provider and they can manage it for you. \u00a0For example, you can create a schedule for Window cleaning, define the desired frequency, then link to a local window cleaner as your service provider who will be notified of your desire for them to clean your windows.\u00a0 You will then be able to communicate with them about price and timings through the messenger.\u00a0\u00a0 You can also click the request service button to instigate a communication with your linked supplier about a specific service need.<\/p>\n
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To create an Schedule,\u00a0 click on the \u201cAdd Schedule\u201d button on the manage property page.<\/p>\n
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The Schedule Summary Shows the type of schedule and high level information including an image and location shown on a map.<\/p>\n
Four buttons are in the Schedule Summary to give you quick access to some key features<\/p>\n
If you have setup a maintenance start date, then the \u201cNext Service Due\u201d date will show in the Schedule Summary.<\/p>\n
If you have chosen a Service Provider, then a \u201cRequest Service\u201d button is also in the Schedule Summary.<\/p>\n
The information box contains all the information about your schedule. \u00a0Including Name, Type and scheduling dates .\u00a0 The information stored is flexible to allow you to classify and define your schedule with information that\u2019s relevant.<\/p>\n
Decide if you want to automatically roll the schedule when the date is reached, or if you want the schedule to show as overdue if maintenance has not been recorded.<\/p>\n
Decide if you want a reminder sent about approaching maintenance and choose how much notice you want that the maintenance is approaching.<\/p>\n
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If you have set a maintenance start date, then a list of Upcoming Events for this Asset is shown here.<\/p>\n
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The Service Provider section is where you can configure your chosen local business to carry out the scheduled maintenance.<\/p>\n
Click the \u201cChoose a Service Provider\u201d button to show the \u201cManage Service Provider\u201d window.\u00a0 From here you can choose from a list of relevant local providers and a short list of your favorite businesses.<\/p>\n
Configuring a Service Provider for your Schedule allows your Service Provider to view information about your Schedule, including your Maintenance History and location.\u00a0 You can also choose to allow your Service Provider to add Maintenance history and notes against your Schedule, to keep track of servicing for you.<\/p>\n
The Service History of your Schedule can help you decide on upcoming maintenance and also inform your service Providers on what has been done and needs doing in the future.<\/p>\n
Add items to your service history by clicking the \u201c+\u201d button, adding some information and selecting \u201csave\u201d.<\/p>\n
If you have allowed updates to your Service History from your Service Provider then these entries will be prefixed with the Service Provider\u2019s business name.<\/p>\n
We will keep on the lookout for competitive local options for you, so alternative options for Service Providers that cover your area for this type of asset are shown in this section.<\/p>\n
If you decide you would rather use one of these options as your Service Provider then slide the bar to the right and choose the \u201cLink\u201d button.<\/p>\n","protected":false},"excerpt":{"rendered":"
Schedules can be setup for any recurring activity that you want to track.\u00a0 A Schedule would normally be an activity that doesn\u2019t relate to a specific asset in your property, but you still want to track when it needs to happen and potentially find a service provider to carry out the activity for you. Examples … <\/p>\n