Maintenance requests are "open" or "closed" depending on their status.
Status | Open vs. Closed |
Call/Web | Open |
In progress | Open |
On Hold | Open |
Work Completed | Closed |
Canceled | Closed |
Open maintenance requests appear on the dashboard and on the Property screen.
To update the status
Go to Maintenance > Maintenance Requests. Locate the maintenance request and click anywhere in the row to open it. Click the Edit icon (the pencil).
Change the Status field. You can choose Call/Web, In Progress, Work Completed, On Hold, or Canceled. (The typical sequence is Call/Web, In Progress, and then Work Completed.) You can also change the status to Cancelled if the request was entered by mistake. Click Save to finalize your changes.
When you change the status to Work Completed, another field appears on the screen: Completion Date.
What happens after I mark a maintenance request as completed?
After marking a request as "Work Completed," it will be removed from the list of open maintenance requests. You can still view it by adjusting the filters to include completed requests.
Can I delete a maintenance request?
No, maintenance requests cannot be deleted. Instead, you can change their status to "Cancelled" or "Completed" to close them out.
Do I need to update the completion date?
Updating the completion date is optional but recommended to keep accurate records.
The field defaults to the current date and time, but you can edit it as needed. If a maintenance request is marked as completed by mistake, you can adjust the status or completion date to correct the error.