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Feature
Property history, exports and automatic reports to the owner
Find everything that happened at a property or with a contractor, export your jobs as CSV or Excel, and send a summary to the owner every week or every month.
A property's history
- On a property's page, the “History” section shows its jobs in order: date, type, contractors, status, duration, photo check score, number of photos, issues raised and guest review.
- Filter by period (30 days, 3 months, 12 months or custom dates), by type and by status.
- At the top, a summary: number of jobs, average quality, issues, average guest rating.
A contractor's history
In Users, the history button next to the name opens the person's record: jobs completed, average quality, detail by property and guest reviews concerning them.
Exports
Each history can be exported as CSV or Excel. From the task list, the “History” button exports the jobs of a period, with filters by property, client, contractor, type and status.
The automatic report to the owner
- In Client portals, choose for each client a weekly sending (on Monday) or monthly sending (on the 1st), and the email addresses that receive it.
- The summary covers jobs completed per property, measured quality, issues raised and guest reviews, with the list of jobs attached and the link to the client portal.
- The “Send a preview now” button sends the report to your own address, so you can check it before turning on sending.