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Company Portal Job Management

This enables an aggregated view of Case, Maintenance Requests and Maintenance Schedules across the buildings that belong directly to the company and also shared buildings associated with the company. 

If you're managing at least 2 or more buildings within your portfolio, you are now able to log into the Company Portal and view all your buildings Cases, Maintenance Requests and Maintenance Schedule from one place - and export this information as needed.

 

Accessing the Company Portal

You must be setup as an Admin User to access the Company Portal. To access the Company Portal, please select your profile name in the top right corner from the Manager Web Portal, and then select Switch to Company Portal.  

 

Viewing Cases, Maintenance Requests and Maintenance Schedule

  • On the left hand menu, click on Job Management
  • You can click between the tabs called Cases, Maintenance Requests and Maintenance Schedule to view the different areas as a collated list of all the buildings within a Managers portfolio
  • From within each section, you can:
    • Filter by Buildings, Priority, Case Status, Assigned Company, Case Types, Dates, etc and also save these Filters for future views
    • Select bulk items for Exporting via Excel