The service request assignment feature in the Juniper platform enables property managers to efficiently delegate tasks to service providers, ensuring timely resolution of issues.
Step-by-Step Instructions:
Step 1: Assigning a Service Request Individually
- Open the individual service request you wish to assign.
- Change the status to ‘Assigned’.
- A confirmation popup will appear; click ‘OK’ to proceed.
- Select a Service Provider from the list of existing contacts. If no service providers are listed, add them as a contact first.
- Once selected, click ‘Assign’ at the top right of your screen to complete the process.
Step 2: Assigning Service Requests in Bulk
- Navigate to the ‘Service Request’ tab.
- Use the checkboxes to select all service requests you want to assign to a trade.
- Click the ‘Bulk Status Update’ button.
- Choose ‘Assigned’ and follow the same process as individual assignments.
Step 3: Ensuring Service Providers Are Set Up Correctly
- Ensure that your service providers are added as contacts in Juniper.
- Select the ‘Service Provider’ user type and ensure their company name is filled out
- Lastly, fill out the ‘services provided’ which are the same as the ‘issue type’ from service requests
- If only the ‘electrical’ service provider is selected, this trade can only be assigned ‘electrical’ service request issue types
- We recommend selecting the ‘general’ service for all trades as this is the default issue type
Summary of Key Steps:
- Step 1: Assign individual service requests by updating the status to ‘Assigned’, selecting a service provider, and clicking ‘Assign’.
- Step 2: Assign multiple service requests in bulk using the ‘Bulk Status Update’ option.
- Step 3: Ensure service providers are added as contacts and customize activation email templates for branding.
Conclusion:
By following these steps, you will efficiently assign service requests to the appropriate trades or service providers, ensuring seamless task delegation and timely issue resolution. Whether assigning requests individually or in bulk, this tool streamlines the process and provides flexibility to match your workflow. With customizable templates for communication, the feature enhances collaboration while reflecting your company's or project’s branding. If you encounter any issues or need further assistance, please reach out to our support team.
Questions? Email us at support@hellojuniper.co and we’ll be happy to help!