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Operations / HOW TO

Report and follow a maintenance request

Use the tenant’s four-step problem report to capture the issue, optional item, photos, urgency and access details. Follow the same request for updates so the office has context and the tenant can see what needs attention next.

Open the interactive demo

Before you begin

  • Use the intended tenant portal and the correct home/tenancy context.
  • Prepare a short factual description, useful photos if available and realistic access times.
  • Treat urgency choices as information for the property team, not a guaranteed response time or substitute for applicable emergency procedures.

The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.

An owner receives a clearer starting description instead of piecing the issue together from scattered calls or photos.

What the workflow coordinates

The portal presents a structured wizard and request statuses, while the staff board shows repair queues and exception counters. The office reviews the request before choosing responsibility, appointments and the next action; outgoing provider services are simulated.

What people review

Tenants describe the issue and availability; staff assess urgency, choose ownership, arrange attendance and explain progress.

01

Start from the tenant request list

Sign in as Sofia Nikolaou and open Repair requests. The current account has no requests. Choose Report a problem to inspect the reporting workflow.

Tenant portal / 107

The tenant has either found the existing issue or confirmed that a new report is appropriate.

Review point

The tenant has either found the existing issue or confirmed that a new report is appropriate.

02

Describe what is wrong

In What’s wrong, choose the issue category and enter a short title, with an optional fuller description. The example shown is an unsaved leaking-tap report.

Tenant portal / 109

The category and title make the issue understandable without opening a separate conversation.

Review point

The category and title make the issue understandable without opening a separate conversation.

03

Link an item when it is known

No tenant-visible appliance record is seeded in this account; the category/description step is illustrated. Select the appropriate issue category. If an appliance/item option is available, link only a recognised item. No tenant-visible appliance record is seeded in the reviewed account.

Tenant portal / 109

Confirm current availability before attempting this stage.

Review point

Confirm current availability before attempting this stage.

04

Add useful photos

Choose Next to reach Photos. Review the evidence guidance and photo control; no personal image was uploaded for this walkthrough.

Tenant portal / 111

Available photos support the description and do not imply evidence that has not actually been attached.

Review point

Available photos support the description and do not imply evidence that has not actually been attached.

05

Set urgency and access details

Choose Next to reach Urgency & access. Read the urgency choices and access availability before the final submission. The documentation example stops before sending the request.

Tenant portal / 112

Urgency and access information are complete before the final request action.

Review point

Urgency and access information are complete before the final request action.

06

Follow the request and add later information

Sofia Nikolaou has no repair request in the reviewed account. No request detail is available to illustrate. After a real request is submitted, return to Repair requests to follow its record. No request was created here, so the old populated detail/sign-off examples are not presented as Sofia’s current history.

Current demo availability

Repair detail and continuing information

Sofia Nikolaou has no repair request in the reviewed account. No request detail is available to illustrate.

Review point

Confirm current availability before attempting this stage.

What you should have at the end

The intended result is a structured repair request with enough context for staff triage and a single place for later updates. After submitting, check the request reference, description and status, and use the same request for further updates.

Demonstration notes and availability

  • Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
  • This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
  • Current demo limits: No tenant-visible appliance record is seeded in this account; the category/description step is illustrated. Sofia Nikolaou has no repair request in the reviewed account. No request detail is available to illustrate.

Useful answers

Must I select an inventory item?+

No. Which item is optional and explicitly offers Not sure/not listed; an uncertain match should not be guessed.

Should I start another report when something changes?+

Use the existing request’s information/photo controls when it is the same issue, so the history stays together.

Does choosing Urgent guarantee next-day attendance?+

The urgency field records the tenant’s assessment. The urgency choice supplies triage context; staff still assess the issue and coordinate attendance.

Connected capabilities

See this workflow with your portfolio in mind.

Bring your existing process. We’ll walk through the records, responsibilities and services you need.

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