By default, there are no automatic owner reminders setup when you first activate your Bricks + Agent, unless you have created these during onboarding the task lies with the Property Manager to manually follow up.
How to Manage Pending Owner Approvals
On your dashboard you will see in the red 'Need your immediate attention' how many jobs have been sent for owner approval that have not been actioned.
A reminder that by default this becomes a PM manual task and appears on the dashboard 4 days after the initial request has been triggered to the owner.
*Helpful tip, 4 days is the default time frame however this is a customised reminder setting.
From an admin perspective, ensure to add any call notes in the Notes section, check the Email log for past emails triggered and use the action buttons to either Owner Override to move the job along or Reminder Owners.
Utilise your Deadline and Snooze Job button hand in hand to manage timeframes and snooze the job off your dashboard temporarily.
How to Setup Automatic Owner Reminders
If you would like the owner reminders to trigger automatically, in addition to appearing on the Property Managers dashboards, please follow the steps below:
Step 1
Navigate to settings > Rule & Automates > Reminders and select +New Rule. Note you will need full settings access to view the reminders.
Step 2
Create your ideal rule, ensuring to set the rule up for A job sent for owner approval. Once done, ensure to review and select Save.
When you are creating your rule you can break the customisation down further, for example under the Urgency dropdown, you can elect if this rule is for Any (as in all maintenance) or just Urgent and Normal.
When it comes to the reminder options, you can select multiple; for example email & SMS.
Important Note
It is extremely important to note that when it comes to creating new reminders in Bricks + Agent, the reminders only take effect from the day you create them.
This means if you were to create a Automatic Owner Reminder Rule today, it will only work for all jobs sent to the owner from today onwards.
Please ensure to add a note against jobs that are still in the Pending Owner Approval status, so that the team know they are still needing a manually followup.