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PM/PM+ User Role Recommended Settings

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Based on feedback from other users with the PM/PM+ role within the ServusConnect platform, here are the recommended setup options:

Use a Web Browser on your Phone

Users have found the best experience when they are not at their computer by using a web browser (Google Chrome always recommended) instead of the iPhone or Android native ServusConnect mobile application.

If you have already installed the native ServusConnect mobile application on your phone and signed in, you may wish to uninstall the app to avoid getting duplicate notifications.

Use Text/SMS instead of Email

We always recommend to set up your user account with Text/SMS notifications instead of Email, as they are much easier to consume and determine if action, on your behalf, are required.

Where to find these Settings

When logged into the web application on your browser, navigate to your user profile page by clicking on the circle in the upper right corner, as shown:

ServusConnect Link to User Profile Settings
Location of User Profile Settings

Recommended Settings

Note that this is a recommendation only, please test these settings on your own to find the correct balance of information to keep you up-to-date on key events.

My Settings

Notification Preference

Email Notifications

OFF

Text Notifications*
(User phone number required)
*OFF if using phone app with push notifications

ON

Email Escalations
(Resident low score)

ON

Comment Notifications

New Text Comment

ON

New Photo

OFF

New Document/File

OFF

State Notifications

SR Accepted

ON

SR Archived

OFF

SR Auto-Requested
(ON for Project / Make-Ready)

OFF

SR Placed On-Hold

OFF

SR Completed

ON

SR Declined

ON

Default Service Pro assigned to SR

OFF

SR Drafted

ON

SR Invoiced

OFF

SR Reassigned

ON

SR Recommended

OFF

SR Requested

ON

SR Rerecommended

OFF

SR Rerouted

ON

New Resident Review

ON

SR On-Hold Removed

OFF

SR Sent to Resident
(ON for TeleMaintenance)

OFF

SR Recommendation Approved

OFF

SR Recommendation Denied

OFF

SR Pended (Project / Make-Ready)

OFF

SR Reprioritized

OFF

SR Reopened

OFF

SR Schedule Updated

ON

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