Skip to main content

​
What this helps you do

Create clear vendor work from a maintenance issue while keeping property access, assignment, proof, and guest communication under your team’s control.

​
Before you start

  • Confirm the property and the issue.
  • Remove guest details the vendor does not need.
  • Confirm the vendor can access the property and task type.
  • Decide who approves cost, timing, entry, and guest communication.

​
Create and assign the work

1

Review the issue

Confirm what happened, where it happened, how urgent it is, and whether a person must contact the guest first.
2

Create the maintenance task

In Tasks, choose the property and add a clear title, description, priority, timing, access notes, and required proof.
3

Assign the vendor

Choose the approved vendor. Review their property and task-type access before saving.
4

Confirm receipt

Check that the vendor can open the task and sees the correct property, timing, and instructions.
5

Review completion

Check notes, photos, completion time, and any follow-up or cost approval.
6

Close the communication loop

Have the responsible teammate update the guest, owner, or internal team only after reviewing the vendor result.

​
How to check it worked

  • The task contains only the information the vendor needs.
  • The approved vendor can open the correct task and property.
  • Required proof reaches the manager.
  • Cost, access, or guest communication follows the approval rule.
  • Any follow-up task has an owner and due date.

​
Common problems

Review the vendor contact, invitation, task type, and property access in Settings > Permissions.
Reassign it, review any default assignment, and confirm the new vendor before sending further details.
Pause the vendor workflow and hand the conversation to the responsible teammate.