How to Manage Service Requests

1. Main Menu Options

Once logged in to Power Admin, follow these steps:

• • On the left menu, locate the Service Request Module. Hover over it to see the following options:

  • Service Request
  • Tasks
  • Service Categories

A. Managing a Service Request

1. Access the Service Request Module:

• • Click on the Service Request icon.

2. View Service Requests:

• • All service requests are displayed. You can filter them by Open, On Hold, In Progress, or Completed using the tabs at the top left.

3. Taking Action on a Service Request:

• • Click on the three dots on the far-right side of a request and select View Service Request for detailed information.

4. Update the Service Request Status:

• • Use the top-right section to change the request status to Open, On Hold, In Progress, or Completed. These changes trigger notifications to both the resident and management team.

5. Set Urgency:

• • Set the urgency level of the service request to Low, Medium, or High. This urgency level is only visible for admins.

B. Logs & Task Updates

6. View Logs:

• • Logs display notes and task updates on the service request.

• • Use the Person icon at the top right of each log entry to toggle visibility for the resident.

7. Flag Important Logs:

• • Use the Pin icon to flag and highlight important updates. The flag functionality is only visible to admins and staff members.

C. Assigning Tasks

8. Adding a Task: Tasks act as work orders for staff to interact with, showing progress and marking them as complete or unable to complete in the Staff App.

• • Tap the Task icon to assign a task to a staff member. The staff member will receive a notification and can access the task through the Staff App.

D. Uploading Documents

9. Manage Documents:

• • Tap the Documents icon to upload documents (e.g., receipts, price estimates).

• • Use the three dots on the right to view, download, share, or delete documents.

E. Designating Assignees

10. Add an Assignee:

• • Tap the Assignee icon and click Add Assignee to designate the individual responsible for following up on the service request. The assignee may or may not be a staff member.

F. Managing Charges

11. Generate Charges:

• • If a charge is required, tap the Charges icon and select Generate Charge.
  • You can filter charges by All, Due, Past Due, Processed, or Draft.