Adding Primary Contacts
The button labeled "Add a Primary Contact" is used for this purpose.
What is "adding a new primary contact"?
To locate a customer’s maintenance line phone number, you must first navigate to this page.
What is the customer’s account page?
Before bulk enrolling properties to Smart Maintenance, these properties must be grouped together.
What is a property group?
This feature allows you to customize which contacts are called in case of emergencies for a maintenance group.
What is primary contacts?
Before unenrolling multiple properties from Smart Maintenance, you need to do this to group them together.
What is creating a property group?
This feature needs to be enabled to ensure contacts receive email notifications for work orders.
What is "Email Work Order"?
To access the correct Smart Maintenance VAS page, you need to hover over this option.
What is Value+?
When enrolling multiple properties to Smart Maintenance, you need to select this from the drop-down menu after selecting the property group.
What is the desired maintenance group?
When you create a new maintenance group, it inherits all settings from this group except for the preferred vendors.
What is the default maintenance group?
To unenroll a group of properties from Smart Maintenance, this section in the Admin Settings must be accessed.
What is Value+?
These six elements can be clicked and dragged to reorder primary contacts on the page.
What are the "six gray dots"?
If a customer has more than one VAS page, you should ensure you are using the page with these two statuses.
What are the Active and Live stage statuses?
After selecting the property group and maintenance group for bulk enrollment, this must be clicked to keep the changes.
What is clicking Save?
While creating a new maintenance group, you must do this to assign the group's settings to specific properties.
What is adding properties to the maintenance group?
To complete the unenrollment process, this action must be taken after selecting the correct property group.
What is clicking Unenroll?
This checkbox allows customers to make changes to the primary contacts without following the Default settings.
What is "Use Default Primary Contacts"?
The phone number you are looking for is located in this section of the VAS page.
What is the Contact Center On-Boarding section?
To enroll or unenroll a single property in Smart Maintenance, you must navigate to this page first.
What is the property page?
This setting option allows you to choose who will be contacted for normal and emergency issues within the dispatch instructions.
What is primary contacts?
When a property is unenrolled from Smart Maintenance, this service is not available to tenants.
What is the maintenance line?
Each Primary Contact is listed with these three key pieces of information.
What are "Username, Phone number, and Email address"?
The customer’s maintenance line phone number can be found under this field in the Contact Center On-Boarding section.
What is the Customer Facing Phone Number field?
In the property page, you will need to scroll to this section to edit the Smart Maintenance enrollment setting.
What is the Maintenance Information section?
To add contacts to a maintenance group, you must first do this on the Smart Maintenance page.
What is click Edit in the Primary Contacts column?
Customers should confirm these two key details when requesting unenrollment.
What are the property group and maintenance group names?