LeadSimple

What LeadSimple Maintenance does and what needs to be set up before your team starts managing work orders.

LeadSimple Maintenance overview

How to create a work order, fill in the key details, and use the Maintenance dashboard to track work.

Create and manage maintenance work orders

Use public request links so residents can submit maintenance issues with contact details, access notes, and files.

Collect maintenance requests with request links

Convert tagged maintenance text conversations into work orders without retyping the request.

Create work orders from maintenance text conversations

Track quote requests, vendor submissions, manual quotes, selected quotes, and quote-related files on a work order.

Request, review, and select vendor quotes

Send submitted quotes to owners for approval, quote selection, or a declined response.

Send owner quote reviews

Send assigned vendors secure work links and track acknowledgement, in-progress, and completion updates.

Send vendor assignments and track work

Use tenant response tasks to confirm scheduled visits and ask residents whether work is complete.

Confirm schedules and completion with tenants

Group related work orders from the same repair while keeping each resident request linked to its tenant.

Use repair groups for duplicate maintenance requests

Configure work-order sync for connected systems that support Maintenance work orders.

Sync maintenance work orders with your property management system

Chris Winn

Set up Maintenance, collect tenant requests, manage work orders, coordinate vendors, review quotes, and sync work with connected systems.

LeadSimple Maintenance

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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