Use LeadSimple to manage all your processes, including maintenance!
Learn how to set up and use LeadSimple's Maintenance product below.
Setting up the Integration
LeadSimple syncs Work Orders created in Buildium to a special process, purpose-built to streamline your maintenance flow.
The first step is to configure your Buildium integration to sync Work Orders: watch this video or walk through the steps below!
Don't have Buildium connected to LeadSimple yet? Start here.
Pat I: Connecting the Integration:
Start in Buildium, by going to Integrations → My Integrations in the bottom left.
You may see a prompt to update the LeadSimple integration. If so, click on it to proceed.
Now that you've confirmed your Buildium & LeadSimple integration is up to date on Buildium's side, head back over to LeadSimple.
In LeadSimple, click Settings → Integrations, then select Buildium.
Toggling on "Sync Work Orders" under the Work Orders dropdown is what will set the 2-way sync live!
Part II:Setting up the process
In LeadSimple, under Settings → Integrations → Buildium → Sync Work Orders, you'll see two options: Use a recommended Work Order process template, or Use my existing Work Order process, followed by a dropdown which displays a list of all of your current process types.
Selecting "Use a recommended Work Order process template" will automatically populate our recommended work order template
Selecting "Use my existing Work Order process" will allow you to integrate the 2-way sync with an existing work order process you already have.
If you would like to have your stages in LeadSimple control the status of the work order in Buildium, you'll need to map the stages and statuses.
If there are stages that don't correlate exactly, you can add additional stages in your process by clicking "Edit Process Stages Here".Ensure that each stage is only mapped to one status in Buildium.