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Creating a new Case

To add a case, go to Cases > New Case, select the key fields (type, priority, status), add optional details, choose the job area and asset, and assign contractors.

💡 Before creating cases, it is recommended that you first configure your Case Categories to help streamline the case creation process. This includes setting up Case Types, Case Priorities and Case Statuses.

To add a new case:

Step 1: In the Building Manager Portal, go to Cases > New Case

Step 2: In the case creation screen, select all the relevant fields for your case, including Case Type, Case Priority, Case Status (by default this is set as New) 

Step 3: Fill out other relevant details (which are not mandatory, including Purchase Order Number and due date) 

Adding a New Case (Case Information)Click to enlarge

Asset Information: 

Step 4: Select the Job Area which are checkbox toggles including: 

  • Asset 
  • Private Lot 
  • Asset + Private Lot 
  • Non-asset (NA) 

Step 5: Select the relevant asset fields (if no assets have been logged, assets can be added in the drop box). From here, you can assign contractors for the case. 

🗒️ If you already have contractors share_with_contact set up and linked to your assets, the system will automatically assign the default contractor when you log what needs to be fixed.

Adding a New Case (Asset Information)Click to enlarge

Job Information

Step 6: Fill out the relevant job information. Contractors will be able to see this information when you send out a work order or quote to them. 

🗒️ You can create case templates for recurring cases that require the same information. To do this, click Case Title > Add/Edit Case Template > complete the relevant fields > then click Save as Template.

Step 7: Attach relevant documentation such as documents, inventory and photos. Quotes and invoices can be attached by contractors in their work order portal. 

Step 8: Click Save

Adding a New Case (Job Information + Save)Click to enlarge