Configuring MYBOS for Managing Agents and Maintenance Requests

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.