Creating a RentSafe job
2. Click on 'Total Properties' tile
This is where you will see all the properties you have in the system. If your integrated 'All' your portfolio will show here. (If your not integrated see the 'Create a property' tutorial also)
3. Searching a property address.
To search for a property start typing in the address in the search field.
4. Searching a property address.
Select the property from the drop down menu.
5. Searching a property address.
Click on Submit, the property will appear on your dash board.
6. The 'Blue tool icon' will take you to create a job.
Click on the tool icon to the far right of the property details. (If this is not visible due to your screen layout you can click on the property ID number. You will find this to the left of the address.)
7. Selecting the inspection/job required.
If you have clicked on the blue tool icon you will land on the 'Create Job' drop down. (If you clicked on the property ID you will need to click on the create job tab). Select the inspection/job service type you would like to book for the property.
8. Creating a job for a date and time in the future.
If you would like to hold the job until some time in the future, change the radio button from 'earliest possible' to 'future date'
9. Creating a job for a date and time in the future.
Select the month and year you would like this job scheduled for, then click on the green 'Create Job' button. (This will que the job until 4 weeks prior to the selected month and at that time will send a notification to the tenant asking them to select a booking date)
10. Creating a job for earliest possible attendance.
If you would like the job to be done at the earliest possible opportunity, leave the radio button on the default 'earliest possible date' and then 'Create Job'
11. Confirmation of successful job creation.
You will see a green box appear in the top righthand corner confirming that the job has been created successfully in the system. You will see a number in the confirmation, this is the job number.
12. Find the job in 'History'
If you would like to confirm the job is created Click on the History tab to the left of the 'Create Job' tab.
