Working for the Weekend
A Service Request has one or more of these attached to it.
What is a Work Order?
This rule allows for billable hours to use specified time increments such as 15 minutes or 30 minutes:
What is the Round Up setting?
This is where a user can modify whether they (or a different user) are visible on the Work Order Schedule.
200 Point Bonus: Which two user roles do not need this setting enabled by default?
What is User Settings / My Settings (then under Maintenance Settings)?
Bonus: Maintenance Coordinator and Maintenance Tech
This is the color of a work order that has been marked as Work Done, Ready to Bill, Complete, or Canceled.
What is grey?
These work orders can post automatically monthly, upon move in, and move out.
What are Recurring Work Orders?
This setting allows Smart Maintenance to automatically increase the first labor entry to meet the specified minimum charge.
What is the Minimum Trip charge?
These are the only two statuses a work order can have in order for it to appear on the Schedule.
What is Open and Unscheduled?
This rule allows customers to automatically add markup adjustments to billable items based on their business practices
What is the Billable Item Adjustment Rule?
Works Orders can be assigned to the management company or this.
What is a vendor?
Changing the Smart Maintenance Global Settings will only apply to these type of work order bills.
What are in-house work order bills?
These are two of the four ways that you can customize the Work Order Queue.
200 Point Bonus: Provide the other two ways
What is by:
1. Work order type
2. Assignee
3. Show vendor-assigned
4. Checkbox to "Show Only Urgent" work orders
You can hover over this on the Billable Items section of a Work Order Bill in order to view the rule that's been applied.
What is the Billing Rule?
When this action is taken for a work order it cannot be undone.
What is delete the work order?
If this condition is set when creating a billing rule then NO other conditions can be set.
What is "All In-House Work Order Bills"?
These types of user roles will not be unassigned from a work order if a new Maintenance Coordinator/Tech is assigned.
What are all non-maintenance-related user roles?
This row will appear on the Smart Maintenance Schedule if work orders have been scheduled but not yet assigned to a vendor or any maintenance-type users.
What is the "No Tech Assigned" row?
These are the FIVE ways that a Service Request can be created.
100 Point Bonus: Which of the 5 ways is exclusive to SM customers?
What are:
1. APM user created
2. Created from Inspections
3. Submitted by tenants in Online Portal
4. Submitted by tenants through APPF-powered website
5. Tenants can call their specialized maintenance phone number
These are the FOUR types of billing rules.
What are:
1. Billable Item Adjustment
2. Billable Item GL Account
3. Labor GL Account
4. Labor Rate
When customizing the view of the timeline rows in the Schedule, only this user will see the customizations they save (such as which users are visible on the schedule).
Who is myself? (the user making the edit)
No other users will see the filter/customization.
You can change the order of this, in order for rules to apply in a different order for Smart Maintenance Billing
What is Rule Priority?