User Services in Propify to determine what kind of work orders you will receive.
TABLE OF CONTENTS
- What are Services in Propify?
- Where can I Add or Edit the Services My Company Provides?
- Opting Into or Out of Service Categories
What are Services in Propify?
- Services are broad maintenance categories that relate to different fields of work, such as Landscaping, Plumbing, and Lighting.
- Each service has a number of subcategories, which reflect more specific maintenance needs.
- Individual Work Orders will display the Service and Category related to the work required
- For example, the Landscaping service has categories for "Trim/Cut", "Irrigation" and "Remove".
- These categories may pertain to a variety of items. An individual Landscaping work order with the "Remove" category might be for getting rid of a bush, a tree, a stump, or debris from a recent storm.
- You may specify a category, such as "Remove", but nothing more specific than that. The assumption is that if you are equipped to remove a tree stump, you can also remove a bush.
Where can I Add or Edit the Services My Company Provides?
- On the navigation side panel, click Settings and then click Services Provided
- On the next page You'll see a list of available services in a menu on the left. Select one that you would like to work with.
Opting Into or Out of Service Categories
- Once a Service is selected, a list of service categories will appear.
- To opt in or out for a given category, click the Edit button in the top right corner.
- On the pop-up that appears, click the arrow icon to expand the Service and see its categories.
- You can also search for a category like "repair" and find multiple services that have repair categories.
- Click Save to update your Category selections. Property Managers will then be able to send you work orders for the categories you have selected.
- You may select all of the categories for a service, or pick which ones best suit your business. If you wish to be considered for every possible work order for a given service, you must select every category under that service.