Group work into projects and assign vendors

A dripping tap is a request. A bathroom renovation is a project. Projects bundle the work, the vendor, the agreed amount, and the due date in one place.

1. Go to Maintenance and click New project.
2. Under The Work: describe What is the work (required), the Agreed amount, and the Due date.
3. Under Who and Where: choose Who is doing the work — pick the vendor (add them first in Vendors if they’re new). Status starts as Planned. Tie the project to a Building, and to a Unit — or leave it as Whole building. Add Notes.
4. Save. The project gets its own detail page tracking the work, the vendor, and the money.
5. Watch the Maintenance metrics: Active Projects (in progress vs. planned), Owed (unpaid amounts), and Spend for the year.

Tips

• Set the agreed amount before work starts, even if it’s a rough number. “We’ll figure it out” is how a $800 job becomes a $2,400 argument.
• Assign the vendor at creation, not after. An unassigned project is a wish; an assigned one is a commitment with a name on it.
• Close out finished projects with proof-of-work photos on the record. When you sell the building, the project history is the renovation story a buyer wants to see.