If you are managing maintenance activity for your landlords, you may raise jobs relating to repair or improvement works needing carried out. When a job has been added to the system it will need to be progressed via the various stages to completion.
The stages in the job lifecycle are shown below. When viewing a job there is a visual flowchart shown along the top of the page indicating how far through the process the work is.
- New (jobs whose estimated cost exceeds the landlord's maintenance threshold and require approval)
- Approved (jobs which are ready for assigning to a supplier to carry out the work)
- Assigned (these jobs are currently being worked upon by suppliers)
- Completed (the work is completed but not yet invoiced)
- Invoiced (the job is now due for payment to the supplier, and has also been charged to the landlord)
In some filters or views you may also see a number of additional "smart" statuses which are actually more like groups or categories of job status.
- All - all jobs, irrespective of status
- Open - jobs which have not yet been invoiced.
- Overdue - jobs with a due date which has passed
Progress a job
The articles below provide full details on how the progress a job through each stage.
- Add a new maintenance job
- Approve a job
- Assign a job to a supplier
- Mark work as completed
- Mark a job as invoiced
- Re-open a completed job
At some steps it is possible to jump forward several stages at a time, but the form may vary to ensure that all required information is captured for that state. For example, you can move a job from New directly to Assigned, but you will be prompted for the supplier information which is normally captured at the assignment stage.