Adding costs to maintenance requests

All costs related to a maintenance can be tracked on the request itself. Different operators and staff have the ability to enter costs as it relates to their work.

Staff Operators

When a visit has been assigned to a staff operator a labour cost line for each visit will be automatically added to the cost page of the request after the operator completes the visit. While a staff operator is at a request they have the ability to add any related materials costs that were needed to complete the work. If no costs were incurred they can skip costs when completing a request. Staff can add material costs on a visit by

1. Opening the operator app when they are finishing the work on the request and press and hold to finish
2. Add in the total amount of the materials used in material costs
3. Add notes about what the cost was for if needed
4. Upload a picture of the receipt if available
5. Click confirm

Property Managers

Costs can be added, reviewed and edited for a request from the cost page. To add a cost

1. Click Add Cost
2. Enter the date, description and amount
3. Attach the receipt or bill if available
4. Click save. The mark-up can be removed by clicking on the X next to the mark-up amount

If auto-maintenance billing is turned on, after the request is completed, a property payable transaction for costs add by staff operators and property managers is automatically created to pay the costs associated with the request.

Contractor Operators

When requests are delegated to a contractor operator a link is sent to that contractor with the details of the request and how to get in contact with the resident. They can add an appointment time that will update on the request's visit to provide more visibility to the property manager and the resident. Once the work has been completed they can update the request to add their bill details and complete the visit. 

The costs page will show the the contractor's bill and an attached copy if it was uploaded. This amount can't be edited and no mark-ups are applied but it can be deleted from the request if needed. 

If auto-maintenance billing is turned on, after the request is completed, a property payable transaction (separate from staff and manager costs) is automatically created to pay the contractor for their bill.