Help · Property
Repairs in SwiftlyBooks
Each fault from report to bill: sent to a contractor, quoted, agreed, fixed and billed.
Report a repair
- Press Report a repair.
- Choose the Property, and its Unit or The whole property. Say What is wrong, then press Report it.
- On its page, add photos under Photos.
See it through
- Press Send to a contractor, choose the supplier, and press Send it. They are emailed the job to quote.
- Press Record the quote, and give its amount.
- Press Book the day for the contractor's visit, then Mark it fixed once it is done.
- Press Draft the bill. Check it against the contractor's invoice, and approve it.
Who agrees the quote
- On a landlord's property, a quote within their limit goes ahead. Above it, the job waits until you record that they agreed, and how.
- On your own property, someone who may approve repairs presses Approve the quote.
Good to know
- A landlord's repair is paid from their money, and shows on their statement.
- For damage by the tenant, press Charge the tenant to draft an invoice to them.
- A fault a tenant reports in the tenant portal comes in as a repair, with its photos.
Related
The same help is in the app: press the ? at the top of any page.