New Maintenance Staff Member

This article will explain in a few steps how to setup a new maintenance staff member's access in Homhero.

This can only be completed by Homhero users with a Super Admin user profile as per below:

Step 1 - Adding a new maintenance staff member 

1. Click Staff Access from your Homhero side menu.
2. Click the Maintenance tab.
3. Click the Add button.
   
   
    
4. Type - The type will automatically default to Handy Man/Contractor Login.
5. Name - Enter the Staff Members Name.
6. Mobile - Enter the Staff Members Mobile number.
7. Email - Enter the Staff Members Email.
8. Password - Enter a Password.
9. Third Party Contact - Click the drop-down arrow to link a Third Party Contact (optional).
10. Maintenance Sundry - Click the drop-down arrow to link a Maintenance Sundry (optional).
11. ABN - Enter an ABN if applicable.
12. Company Name - Enter the Company Name if applicable.
13. GST - Click the GST toggle if this is charged by a Third Party Contact.
    
    

Step 2 - Setting Staff/Maintenance Portal Permissions
 

These settings give your maintenance staff specific access to view and complete maintenance jobs via the Staff/Maintenance Portal on their mobile phones, laptop or desktop.

All Maintenance Jobs that are reported or completed via the portal will automatically sync to Homhero for follow-up and ongoing management under the Maintenance tab.

1. Enable the View In House toggle to allow access to view properties with in house guests.
2. Enable the New Maintenance toggle to allow access to create new maintenance jobs directly from the portal.
3. Enable the Maintenance Jobs toggle to allow access to view all maintenance jobs assigned to this staff member.
4. Enable the View Vacant toggle to allow access to view properties that are currently vacant.
5. Enable the Send Message toggle to allow access to send messages to the property manager directly from the portal.
6. Click Set next to Area Access to select specific listings that the staff member can view.
   Note: All Areas will apply as the default.
7. Enable the Invoice toggle to allow access to generate Maintenance Invoices directly from the portal.
8. Enable the View Availability toggle to allow access to view live availability and forward bookings.
9. Enable the View Contacts toggle to allow access to view clients, cleaners, owners and third party contact's information directly from the portal.
10. Enable the Send Quotes/Add Bookings toggle to allow access to send quotes and add bookings.
11. Enable the View Booking Details toggle to allow contractors and maintenance staff to review booking information and send messages to guests through the Staff & Maintenance App.
12. Click Save.
    
    

Once you click Save, a pop-up message will appear: "Staff user added successfully, they will receive a welcome email to the nominated email address containing information on how to proceed."

This email will include a link to the Staff Portal along with their login credentials, including the password that has been created for them.