Adding a Rooftop Maintenance (RTM) to a Property

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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

Step 1:

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

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Step 2:

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

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Step 3:

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

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Via Mobile

Step 1:

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

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Step 2:

  • Click File Cabinet Icon and select "rtm".

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Step 3:

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

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Step 4:

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

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For further information on RTMs, check out this great webinar

 

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