Service requests¶
A resident asks for a service: a cleaning, a small repair, a light bulb changed. The Requests menu follows each one until it is done, and bills it when it has a price.
1. Record the request¶
In Serviced Living → Requests, click New:
Resident and Residence;
Asked at — now by default;
Assigned to — who does it;
Request — what is asked;
Service billed — the product to bill; leave it empty when the request is not billed. Quantity and Unit price then appear.
When the service is listed in Included in the price on the residence, the request says so and hides the quantity and the price.
2. Mark it done¶
Click Done. Done at is filled in, and when the request has a service and a price, it is added to the resident’s open supplement envelope. The month’s generation then brings it onto the invoice. See Supplements.
The request shows Billed on: the line it was billed on.
Cancelling a request¶
Cancel sets the request aside; Reopen brings it back to To do. A request already billed cannot be cancelled until its line is taken off the envelope.
Following the requests¶
Serviced Living → Requests opens on the requests To do. The Mine filter keeps the ones assigned to you, and the residence’s Open requests smart button opens the requests still to do there.