Setting up Categories for Managing Agents
Log into the main admin portal
Click on settings and select categories and descriptions
Add a new category under maintenance for managing agents
Include a description to differentiate managing agents who manage multiple units
Creating a Resident Category for Managing Agents
Create a new resident category specifically for managing agents
This helps segregate managing agents in the system
Setting up Managing Agents in the System
Create a new apartment for managing agents
Enter details such as name, email, username, and password
Select the resident type as managing agents
Submitting Maintenance Requests as a Managing Agent
Log in as a managing agent
Click on submit a maintenance request
Include apartment number and resident name in the description
Add details, review, and submit the request
Reviewing and Managing Maintenance Requests
As a building manager, review incoming maintenance requests
Approve requests and turn them into cases
Update case details with apartment information
Assign assets or maintenance companies as needed
Submit work orders to contractors and keep them updated on progress
Conclusion
By following these steps, MYBOS can be effectively configured to allow managing agents to submit maintenance requests on behalf of residents.