Create a Maintenance Task

For North American users, please be aware that "Tenancies" are known as "Leases". For more information on regional terminology, please refer to our Glossary of Regional Terminology or contact support.

This article will guide you through the process of creating a maintenance task in Re-Leased. Whether you're accessing this feature from the quick actions menu, the Maintenance Hub, or within a Property or Tenancy's Task page, we've got you covered. By following these simple steps, you'll be able to add and manage maintenance tasks with ease and precision.

Adding a Maintenance Task

A Maintenance task can be added in multiple ways:

Quick Links Menu

1. In the Quick Links Menu, click on the '+' icon next to the notification bell.
2. Select New Maintenance under the Property & Tenancies selection.
3. Choose the Company and Property, then click Continue.

Creating a Task from the Maintenance Hub

1. Navigate to the Maintenance Hub located on the Dashboard.
2. Click on the + Create Maintenance button in the top right corner.
3. Select the Company and Property, and then click Continue.
4. Enter all details as described above.

Adding a Maintenance Task from the Property or Tenancy Tasks Page

1. Go to the respective Property or Tenancy record.
2. Click on the Tasks tab in the left-hand menu.
3. Choose Create New Maintenance.
4. Complete the task details following the same guidelines provided.

Adding Maintenance Task Details

When adding details for your new maintenance task, ensure you:

• Give the task a clear Title.
• Select the Maintenance Job Type.
• Link the task to a Tenancy and a specific Area if applicable.
• Delegate the task to another team member or leave it to default to the Property Manager.
• Choose a Contractor, with the option to restrict to Preferred Suppliers if necessary.
• Enter the budgeted cost and set a due date for task visibility.
• For recurring tasks, use the Repeats feature to set the frequency.
• Provide a thorough Description of Works for your contractor.
• Add any additional Notes, with the option to include these on the contractor's work order.
• Link any Associated keys needed for the task.
• Attach relevant Documents and Images required for the task.
• Include Tenancy Maintenance Contacts, which automatically populate if set to receive maintenance notices.

Once all details are verified, click Save to create the maintenance job.

Now that you know how to create a maintenance task in Re-Leased, you’re well-equipped to keep your properties in top shape.