Chintaro enables you to create a one-off maintenance task for 1 Property, and then copy this same one-off task over to multiple Properties.
This differs from Cyclical Maintenance, where you want Chintaro to create recurring Maintenance Tasks for an Inventory Item, at a specified time (EG Once a year, Once every 3 Months, Once a Week, etc).
In this example, we will use the scenario where we need to create 1 Maintenance Task, copy that task to a select few Properties but use the same Tradesperson for all of the Maintenance.
Step 1: Create an Inventory Item to link the Maintenance To
Go in to any Property, and click the Inventory button.
Click 'Add Inventory Item'. Enter the details of the Inventory Item, including the Tradesperson you want to complete all maintenance for all Properties. For example, the Tradesperson named 'Garbage' will be undertaking all Maintenance at the Properties:
Click 'Update' to save.
Step 2: Copy the Inventory Item to the desired Properties
After adding the Maintenance Task, you will need to clone the Inventory Item to other Properties.
From the Home Screen, click Properties, then Clone Inventory Items.
Select the Source Property as the Property you added the Inventory Item to and select the Inventory Item you added:
Go to the bottom right section and click to highlight the Properties you want to clone the Item to:
Once you've selected these Properties, click 'Create a copy of the selected Inventory Items in ALL OF THESE Properties':
Step 3: Create 1 Maintenance Task
Click 'Add Maintenance Task'. Select a Property from the Property Details field, and select the Inventory Item you created.Enter the relevant information, including the Urgency and the Instructions:
Step 4: Copy the Maintenance Task to selected Properties
Click 'Copy This Task' at the top of the screen:
Click on the Property you wish to copy this task to (EG Smith 198) and select the Inventory Item the Maintenance is linked to:
Click 'Update'. A warning message appears asking if you're sure you want to copy the task - click Yes.
A message appears asking if you want a new Auto-Generated Order Number. If you want all of the Maintenance Tasks for this Tradesperson to have the same order number, click No.
If you do not want all of the Maintenance Tasks for this Tradesperson to have the same order number, meaning each Maintenance Task will have a different order number, click Yes.
The Maintenance Tasks will appear in the Maintenance Schedule at the bottom of the screen:
Double click to open the task and change the Dates (if required).
Repeat Step 4 for all other Properties.