Whether you need to request routine maintenance or fix an unexpected issue for your tenant, it all starts with "Create Job".
- From any page in Fyxt you can click the red +Create Job button in the upper right of the page.
- Fill out all required fields in the Job Request. Required Fields include:
- Service Type, Property, Location, Maintenance Category, Location, Target Completion Date, Priority, and a Brief Description.
Lease Information will populate automatically when the Property & Tenant/Unit are selected.
3. Optional Fields are available below your standard request information for the following:
- Assignees: Managers & Followers.
- Vendors & Engineers: Send the Job Request to one or more Vendors or Internal Engineers. Click here to learn more about adding Vendors.
- Checklists: If this job requires a checklist for tracking the inspection or recurring maintenance steps required, you can select an existing checklist template from the dropdown.
4. If you continue to scroll down you also have the ability to add the following information:
- Description & Instruction
- Files: Upload files, including any photos, videos, or maps relevant to the issue.
- Preferences (see description of each below)
| Request Feedback on Close | When the job is closed, a feedback survey will be sent to the tenant leasing the space where the job took place. |
| Suggest Site Visit | The vendor is recommended to schedule a site visit before submitting a bid. |
| Suggest Bid | The vendor is suggested to send a bid before committing to work or scheduling a working visit. |
| Request Completion Verification Photos | The vendor will be prompted to upload photos upon completion of the job for contactless verification. |
| Notify Tenant of Job Creation | The tenant company leasing the space where the job takes place will be notified about the job and any of its updates. |
| Permission to Enter Unit/Property | The vendor can access the property (details found via the Access Instructions you entered above). |
| Disable Tenant Notifications | The tenant won't receive any ongoing updates about events related tot he job. |
5. Click on Submit Request.
What's next?
Any Engineers you selected will receive an email to accept the job. You will have to manually trigger notifications to any vendors you selected from within the job itself, just in case you weren't ready to send them the job when you first created it.
Editing Job Preferences After Creation
After you create a job, you can still edit the preferences by clicking the button on the left hand side:
Setting Global Job Preferences
If you have the correct permissions, you can set global job preferences that all created jobs must follow. Go to the manage button in the jobs dashboard and click Global Job Preferences.
In this area, you can edit the normal preferences available for all jobs, as well as set some stricter requirements around bids and automating approvals:
