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.
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