Getting Started

2

• Helpful Reference Links
• Explore the PM Dashboard

Users

21

• What is a PM/SP/PM+
• User Role Overview
• ServusConnect PM/PM+ Training
• ServusConnect Technician App Training
• How do I update my user profile?
• Resetting Your Password
• ServusMobile or ServusTechnician Apps
• Adding a PM User
• Adding a SP User
• Transferring a User
• Adding ServusConnect Web To Your Android Device
• Adding ServusConnect Web To Your iOS Device
• Do I have to provide a photo in my profile?
• Guidelines for Adding SP Users
• Managing Service Professional Users
• Notification preferences
• PM/PM+ User Role Recommended Settings
• Removing a User (PM, SP/Vendor)
• Reviewing Completed Service Requests
• SP Dashboard on Mobile Web
• SP User Role Recommended Settings
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Servus Requests

21

• How do I create a Servus Request?
• Custom Messaging within a Servus Request
• Flag and Tag Searching
• How & When to Archive A Servus Request
• How are my Servus Request tickets organized?
• How do I best utilize the Servus Request archive feature?
• How to take a Unit-based approach to managing Servus Requests
• Resident Text Messaging Opt-In Support
• Resident Text Messaging Opt-In/Opt-Out
• Servus Recommendation Details
• Servus Request "On Hold" Feature
• Servus Request Resident Completion Notes
• Servus Request States and Groupings
• Unit/Resident Selection Feature
• What does the Export button do on the Servus Request detail page?
• What is Servus Chat and how should I use it?
• What is the purpose of the Target Date on the Servus Request?
• What is the Servus Request reroute feature?
• What steps does a Servus Request ticket go through?
• Who can open up a Servus Request?
• Why would a Property Manager “draft” a Servus Request?
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Manage Properties & Units

5

• Property Resident Report
• Unit Flagging Feature
• Unit Notes Feature
• Corporate Policy Auto Reply
• Do I have to provide a photo of my property in my profile?
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Insights/Reporting

3

• Setting up Connection to ServusInsights
• ServusConnect Reporting
• ServusInsights Dashboard Mobile Phone Instructions

Projects / Make-Ready

5

• The Importance of Projects
• How do I use the Start Date and Target Completion Date?
• How do I Start a Project earlier than the Start Date?
• How do I add Servus Requests to an existing Project?
• How do I Complete a Project?
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Invoicing & Purchase Orders

5

• Adding PO#'s to Service Requests in MRI
• How are Purchase Order Numbers used?
• How to Attach an Invoice to a Service Request
• PM How-To: Vendor Invoice Approvals
• When can Invoices be added into a Servus Request?
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Servus Messages

3

• Create and Send a Servus Message
• Resident Text Messaging Opt-In Support
• Resident Text Messaging Opt-In/Opt-Out