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

Step 1:

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

Step 2:

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

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.

Via Mobile

Step 1:

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

Step 2:

• Click File Cabinet Icon and select "rtm".

Step 3:

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

Step 4:

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

For further information on RTMs, check out this great webinar.