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Getting Started
3
Helpful Reference Links
Explore the PM Dashboard
Using Single Sign-On to Log in to ServusConnect
Users
23
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
Using Single Sign-On to Log in to ServusConnect
User Actions in Property Team Table
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Servus Requests
22
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?
MRI Work Order Connection Updates
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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