Tenant Requests help you log and track any tenant-related communications. Requests can be entered manually by your team, or through the tenant-facing Call Center hotline and online Tenant Portal. If you have questions about the Call Center and Tenant Portal or would like to activate them for your account, contact email@example.com.
You can quickly add a Tenant Request by clicking on the orange plus sign at the top of the page.
The Tenant Requests page will show all requests made by phone, online, or logged manually by your team. You can also manage and add new requests.
To manage your Tenant Requests, click on Requests from the left-hand menu. This will show you a list of all Tenant Requests.
To create a new Tenant Request, click on the Log New Request button.
In the New Request pop-up window:
- Select the property
- Select the unit
- Select the requester
- Select the location of the request
- Select the category of the request
- Select the issue of the request
- Add any details to include
Click Save Request or to create a work order from the Tenant Request, click Save & Create Work Order.
To make changes to an existing Tenant Request, click on the little plus sign next to the Request Number to expand the details.
To edit a request, click on Edit Request, make your desired changes, and click on Update Request.
To update the status, click on Update Status, select the new status of the Tenant Request, and click Update.
To create a Work Order from the Tenant Request, click on Create Work Order.
To create a Task from the Tenant Request, click on Create Task.
How do I download the Tenant Flyers for Call Center/Tenant Portal?
Click on the circular icon (the one that contains your initials or your picture) in the upper right-hand corner, click Company, and then click Tenant Interactions from the left-hand menu.
Please also ensure you have first added units to your buildings before downloading any tenant flyers. Here are instructions to add or modify units in your building.
To download the tenant flyers specifically for the automated call center, click the green Call Center button.
To download the tenant flyers for the online tenant portal, click the green Web Portal button. This flyer will also contain the call center phone number if activated.
You can download the flyer for a particular unit by clicking the PDF icon next to the unit. To download the flyers for multiple/all units, check the box to the left of the unit number (or the box on the top row to select all) and then click the download flyers button at the top.
Any building that has Call Center and/or Web Portal activated will show these products in green. It does take up to 24 hours for the Call Center/Web Portal to be activated from the time you added the building. If you still do not see these products activated after 24 hours, please email firstname.lastname@example.org.