Adding a Rooftop Maintenance (RTM) to a property

With the Service Module, you can add a Roof Top Maintenance (RTM) to a property.  This can be done via desktop or mobile.

Via Desktop

1. Select the property record you would like to add an RTM to.

2. Select the "Service" tab and then the "RTM" tab to the left.

3. Enter all pertinent information to the RTM.  Once information has been entered and uploaded be sure to select "Create Agreement" to save.

 

Via Mobile

1. Select the property record you would like to add an RTM to.

2. Click File Cabinet Icon and select "rtm".

3. Click the "+" to the right and fill in all pertinent information relating to the RTM.  

4. Once all information is entered select the "" icon to save.

For further information on RTM's, check out this great webinar

 

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