Unit/Resident Selection Feature

Selection of a Unit and/or Resident is an important step in the creation of a new Service Request. Follow these easy steps to lock in your selection:

Unit Selection (without Resident association)

Step 1: Select the open field where “Unit or Resident Search” appears. This dialog box displays when creating a new service request.

Step 2: Tap on unit or resident search. View the new dialog which will show 10 Units per page.

List of Units, sorted by Name of the Unit. Only 10 will be shown at one time, so Search/Filter will be helpful to reduce the selection.

Note: As shown above, you can hover over the icon to show the Residents listed in the unit.

Step 3: Search/Filter the list of Units using the Name, Building, Address, or the name of the Resident that resides in the Unit.

Step 4: Select the line item from the list, which will enter the selection into the Service Request creation form.

Important Note: Notice that the Resident’s Name, Phone, and Email are not filled in. Follow the instructions in the next section if you need to associate a Resident as well.

Unit Selection (with Resident association)

This is possible for Accounts where Resident data has been automatically loaded from Property Management Software.

Step 1: Select the open field where “Unit or Resident Search” appears

Step 2: View the new selection dialog which will show 10 Residents per page.

Hint: Click on “RESIDENTS” to view the list.

List of Residents, sorted by Name. Only 10 will be shown at one time, so Search/Filter will be helpful to reduce the selection.

Step 3: Search/Filter the list of Residents using the Name or Phone Number.

Search/Filter Residents using the Name of the Resident

Step 4: Select the line item from the list, which will enter the Unit selection (with associated Resident info) into the Service Request creation form.