User Role Overview
NetVendor Maintenance (NVM) covers your property operations team(s) with a simple matrix of user roles and corresponding abilities. Here is a quick reference to User Roles and how they align to day-to-day operations.
Property Manager Role
The Property Manager (PM) role in NVM enables use the system to create & assign new Service Requests (SRs), manage active SRs and review completed SRs. PM users typically access the system from a web browser and ‘see’ the whole site (or multiple sites, depending on their role).
In addition to SR activity, PM role users have access to Manage the properties that they are connected to, create & manage Recurring SRs (Preventative Maintenance tasks), Make-Ready Projects, NVM Messages, manage Invoices with Contractors/Vendors, and view Insights dashboards/reports.
Service Professional Role
The Service Professional (SP) role in NVM enables those users that typically perform work in the field (Engineers, Technicians, Contractors, Vendors, etc.), and primarily interact through the mobile app on their internet-connected mobile devices.
SP role users use the app to digitally receive and keep track of their individual SRs (assigned to them), document repairs with comments, photos, and videos, and then indicate when requests are “COMPLETE” when they finish their portion of the work.
To better equip Contractors/Vendors that have been connected to a property in NVM, an Invoicing feature allows Contractors/Vendors to create/attach, submit, and track invoices with their Property Management customers.
PM+ Role
This role was created to enable those users of NVM to access all of the features and functions of the Property Manager role, but also perform the actions of a Service Professional role. This is a great solution for a Service Manager/Supervisor or team members responsible for all maintenance operations tasks on a property.
Regional Manager Setting for Insights
In the event that you are in an oversight role for many properties, a single region/portfolio, many regions, etc., or work in a corporate position that would benefit from the data collected and presented in Insights, it may be useful for you to be set up as a Regional Manager. This will enable your user to view all data from all properties via the ServusInsights data analytics platform. Simply reach out Support and request to be set up as a Regional Manager.