How to Assign/Reroute a service request - Mobile
Tony Terjeson
21 steps
5 minutes
Servusconnect
1
One of the ways to assign a service request s at the time of creation. Tap the green "+" icon to get started. Link: <https://app.servusconnect.com/app>
2
Use the service professional drop down.
3
And tap a users name you'd like to assign to the service request.
4
The process is similar when you tap into the "more options" shown here.
5
Just tap on the user you'd like to route the request to and it will populate the field.
6
Fill in the rest of the details as needed and tap "request" at the bottom of the screen to make the request.
7
Another place to assign request is from the "needs assignment" counter in the action items widget on the dashboard. If there is anything other than a zero present, tap on the number to view a list of unassigned requests.
8
To assign a service professional, scroll horizontally to the right...
9
And tap on the action button...
10
Then tap reroute.
11
Select the user you wish to reroute to.
12
Tap save.
13
Alternativly, within a service request, you can tap the ellipsis to reveal the actions menu.
14
You can then tap on "reroute" here too.
An important note: service requests created in a connected resident portal or property management software will by default be put into the needs assignment bucket. To make automatic assignments you'll need to configure "default" Service Professional.
15
To check or set a default service provider, open the menu on the left and navigate to the "manage" page.
16
On the manage page, scroll down vertically to where the default service provider is listed.
17
If the default service professional is labeled as "not assigned". If so, everything that comes in from your resident portal or PMS system will be put into the not assigned bucket.
18
To change this, tap the pencil at the top of the screen to edit your property settings.
19
Then select your maintenance supervisor as the default service professional.
20
Tap save.
21
Now everything new that comes into the service request system will come directly assigned to your maintenance supervisor. They will get notified and then they can reassign it to a service professional as shown earlier.
How to Assign/Reroute a service request - Mobile
Tony Terjeson
21 steps
5 minutes
Servusconnect
1
One of the ways to assign a service request s at the time of creation. Tap the green "+" icon to get started. Link: <https://app.servusconnect.com/app>
2
Use the service professional drop down.
3
And tap a users name you'd like to assign to the service request.
4
The process is similar when you tap into the "more options" shown here.
5
Just tap on the user you'd like to route the request to and it will populate the field.
6
Fill in the rest of the details as needed and tap "request" at the bottom of the screen to make the request.
7
Another place to assign request is from the "needs assignment" counter in the action items widget on the dashboard. If there is anything other than a zero present, tap on the number to view a list of unassigned requests.
8
To assign a service professional, scroll horizontally to the right...
9
And tap on the action button...
10
Then tap reroute.
11
Select the user you wish to reroute to.
12
Tap save.
13
Alternativly, within a service request, you can tap the ellipsis to reveal the actions menu.
14
You can then tap on "reroute" here too.
An important note: service requests created in a connected resident portal or property management software will by default be put into the needs assignment bucket. To make automatic assignments you'll need to configure "default" Service Professional.
15
To check or set a default service provider, open the menu on the left and navigate to the "manage" page.
16
On the manage page, scroll down vertically to where the default service provider is listed.
17
If the default service professional is labeled as "not assigned". If so, everything that comes in from your resident portal or PMS system will be put into the not assigned bucket.
18
To change this, tap the pencil at the top of the screen to edit your property settings.
19
Then select your maintenance supervisor as the default service professional.
20
Tap save.
21
Now everything new that comes into the service request system will come directly assigned to your maintenance supervisor. They will get notified and then they can reassign it to a service professional as shown earlier.
