Maintenance requests can be completed in a couple ways depending on the settings in your account: automatic or after approval. The default setting is automatic complete on requests. After a request has been completed it cannot be modified.
Automatic
24 hours after the last visit has been completed or canceled and no other request has been assigned the maintenance request's status will automatically change to Complete.
Approval
In Accounting you can enable maintenance request billing and enter settings for
- Labour rate
- Minimum time billed (billed in 15 mins intervals)
- Mark up rate (on materials and other costs)
- Requires approval
- Record revenue transactions for maintenance requests for administrative accounting
If Requires Approval has been selected the request status will change to Approval 24 hours after the last visit has been completed or canceled and no other request has been assigned. This allows you the time to review and edit the costs on the request before it is billed in accounting.
Go to the Request table, click on the request needing attention.
As operators are scheduled a labour cost line will appear for each visit. When the visit is completed the amount will calculate based on the maintenance billing settings. The amount can be edited if needed from the request cost screen
Review, edit or add any costs that are related to the request
For non-billable requests: Edit the request from the 3 dot menu on the request and deselect Billable
From the 3 dot menu on the request click Complete Request to close the request and have the accounting entry made in Payables
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