Within Bricks + Agent, you have the ability to automate your maintenance under 3 scenarios; during business hours, after business hours & during holidays.
Setting up the rule automation setting works in conjunction with the Work Calendar, thus it is important to follow the next steps closely.
Note: you will need to have full admin access to setup the rules for the office
Step 1:
Navigate to settings > Work Calendar and input your office work hours ensuring to select save once done.
Next you will need to move down to the Company Holiday section and add in your office closure period, ensure to select Save Holiday Schedule once done.
Step 2:
Navigate to settings > Rules & Automations > Job Automations > New Rule
Here, you will setup the exact rules you want the system to automate for you.
When adding in a new rule, you will need to consider the below;
Rule Name - This is for your internal reference only
Rule Description - This is for your internal reference only
Create rule for - Select ' tenant posted job'
Service type - Select which service type this rule falls under, you can then further break it down by adding in a secondary service type or leave as 'any'
Urgency - Select what urgency this rule applies to, eg; any, urgent, normal or emergency
Estimate - Determine the estimate that will appear on the work order to the trade
Property / Postcode - Allows you to create this rule if you want to stipulate for a selected area only, default will apply to all properties
Posted During - Select when this rules applies, eg; posted during, any, working hours, after working hours or during holidays.
Then Should - Then the rule should allocate a as a work order
Delay Period - Select if you would like the there to be a delay where the job sits on the dashboard before sending to the trade, eg 1, 2, 3 hour delay or no delay
Users - Select which user (trade) this work order will be sent to
Priority - Select this as 'none' - this setting triggers maintenance to sit in the Immediate Attention section.
It is important to note that the rules will only work from the day they are created, they will not apply to any existing jobs entered into the account prior.
Once you have finished setting up your rules, you might like to also review your tenant disclaimer so this aligns with your holiday or after hours process. To do this, navigate to Settings > Agency Configurations > Tenant Disclaimer.
