Maintenance
Creating Quick Add Comments for Tickets
Summary/Goal: In this article, we will review how to Add Quick Add comments for Work Orders (although you can follow these same steps to create quick add comments for other ticket types, like Activity Logs). This will provide managers with an ...
How to Create a New Ticket Alert (Discussion Board, Work Orders, Support, ARCs, and more)
Managers can now customize messages that will display on each type of ticket in Pilera: Activity Logs Architectural Change Requests Rule Violations Support Tasks Work Orders Discussion Board Residents will be able to see this message when they ...
Ticket Work Order Email Message
Summary/Goal To show how managers can apply custom email messages to their work order notifications to residents. What is a Ticket Work Order Email Message? Managers can add custom text to the header of their work order email messages. Each ...
How do I add a Vendor in Pilera?
Summary/Goal: To create a new vendor record in the vendor management app. You can manage actions such as adding all pertinent information to the vendor, assigning categories, and linking vendors to specific communities. The Vendor Module allows ...
How to create a Unit Work Order
Summary/Goal:To add a new unit work order to the existing list of unit work orders. Step-by-step: CLICK ON ‘Tickets’ tab and select the ‘Unit work orders’ button. AT THE TOP OF THE PAGE select the Blue ‘Add unit work order’ button. THE ...
How do I create a Common Area Work Order?
Summary: Here are the steps to create a common area work order Step-by-step: 1. ACCESS THE ‘COMMON AREA WORK ORDERS’ TAB by clicking on "Tickets" and then "Work Orders" 2. CLICK ON ‘ADD COMMON WORK ORDER" 3. THE FOLLOWING INFORMATION MUST BE ...
Ticket visibility for occupants, how can I control what information I want to share with the residents?
Summary/Goal: To provide an overview of occupant permission settings that managers can now control for tickets. The ticket types currently available for this functionality include unit-level work orders, common-area work orders, architecture ...
How do I set up who gets the ticket notifications?
Summary/Goal:How to set up/edit your work order notification emails. Step-by-step: UNDER THE SETTINGS TAB you will find the "Ticket Recipients" link. Click on that to go to the Ticket Recipients page. ADD OR EDIT THE EMAILS within the Ticket ...
How do we notifiy a resident on the status of their work order?
Summary/Goal: In this article we will discuss the steps necessary to keep a resident informed on the status of the work order they submitted. Step by step: In the work order ticket select ‘add comment/Change setting’ button. When you change the ...