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[PM] Job Details Overview

Updated over 5 months ago

Within the B+A Platform, we separate job information into a number of categories:

Summary- This will give you all the key information about the job such as Title, Description, Address of the property, any users selected, maintenance notes as well as the deadline. We will also display a detailed job summary on the right had side so you have a quick insight into what has occurred over the course of this job being open.

Details - This will give you additional and more specific information about the job such images, key collection information, owner, tenant & property manager details. Depending on what status you are looking at, this is also where you will find quote details and previous relatable jobs.

Notes - All note entries will be listed here for you. Notes are selected as private by default however you can un select this option and all contacts associated with the maintenance will receive an update. You also have the ability to add reminders to your notes as well as use the @ symbol to tag internal team members. This will then send them an email notification.

Email - All emails sent from B+A will be date and time stamped which you will find logged in the email tab, you can reply to any email as well as create a new email from within this view. We also have the functionality to forward emails to external users.

Activity - All actions and status updates made will be date and time stamped in the activity timeline, you are able to generate a PDF activity timeline should you require.

Contacts - All contacts associated with the property at that time.

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