SyncHOADocs
Board Portal

Maintenance

Manage resident requests, vendor assignment, statuses, notes, photos, SLA alerts, exports, and resident updates.


Overview

The Maintenance module tracks resident-submitted and board-created work orders. It supports status workflows, priority tracking, vendor assignment, notes, photos, resident notifications, exports, and SLA monitoring.

Residents can submit and track their own requests. The board manages assignment, status, updates, closure, and deletion.


List Page

The list page includes:

  • Search by title, description, or homeowner name
  • Status filter
  • Priority filter
  • Total, open, in-progress, and resolved counts
  • CSV export
  • New maintenance request action
  • Deleted request view
  • Pagination

Rows are ordered by newest created date.


Statuses

Status Meaning
Open Submitted and waiting for board action
Assigned Vendor or responsible party assigned
In Progress Work has started
Resolved Work appears complete
Closed No further action needed
Cancelled Request was cancelled

Resolved requests should be closed after final confirmation so they leave the active queue.


Priorities

Priorities are:

  • Low
  • Medium
  • High
  • Urgent

Urgent resident submissions create urgent maintenance notifications for board members. High and urgent requests also feed SLA and stale-maintenance alerts.


Creating Requests

Board-created requests require:

  • Submitter/homeowner when applicable
  • Title
  • Description
  • Category
  • Priority

New requests start as open and create board notifications when appropriate.


Detail Page

The detail page includes:

  • Status and priority badges
  • Request title and submitter
  • Resident profile link
  • Vendor assignment card
  • Description
  • Photos
  • Request details
  • SLA prompts
  • Timeline of notes and audit events
  • Action panel

SLA prompts may appear when a request is urgent/high without a vendor, resolved but not closed, cancelled, or lacking recent updates.


Vendor Assignment

Assigning a vendor:

  • Requires selecting an existing vendor.
  • Changes status to assigned.
  • Saves assigned date.
  • Optionally adds a note.
  • Logs an audit event.
  • Notifies the resident that a vendor was assigned.

Vendor contact details are shown on the request detail page after assignment.


Notes and Resident Updates

Board notes and resident updates are stored in request history. Resident updates notify the board. Board status updates notify the resident when they are assigned, in progress, resolved, closed, or cancelled.

Use notes to document:

  • Scheduling attempts
  • Vendor updates
  • Access instructions
  • Completion details
  • Resident follow-up

Photos

Boards and residents can upload photos to maintenance requests. Photos are stored by community and request, then shown through signed URLs.

Board users can delete request photos from the detail page.


Bulk Status Updates

Bulk actions can move selected requests to:

  • Open
  • Assigned
  • In Progress
  • Resolved
  • Closed
  • Cancelled

Bulk changes are restricted to the current community and logged in audit history.


Delete and Restore

Maintenance requests use soft delete. Deleted requests appear in the deleted view and can be restored.

Deleting and restoring revalidates the dashboard and related homeowner views.


SLA Automation

Maintenance SLA monitoring can alert the board when:

  • An urgent request remains unassigned beyond the configured hour threshold.
  • A resolved request remains unclosed beyond the configured day threshold.

Auto-escalation can also notify the board about stale high/urgent requests.

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