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Intermediate 9 min read

Running a Maintenance Workflow

Take a work order from "just reported" to "resolved" without losing the thread. Tickets keep SLA timers, vendor assignments, photos, and notes in one place.

app.portfoliodesk.io/maintenance-tickets
Maintenance tickets list with priority, status, category and office columns
  1. 1

    Submit a ticket

    Create a ticket against an office, set a priority, and attach photos. The SLA timer starts automatically based on the priority and your rules.

  2. 2

    Assign a vendor

    Pick a vendor from your directory. They are notified by email, and — with the vendor portal — can update status, complete work, and upload invoices.

  3. 3

    Track to resolution

    Watch the SLA countdown, add notes, and escalate if it stalls. Everyone sees the same single source of truth.

  4. 4

    Close and review

    Mark the ticket resolved. It rolls into your SLA compliance metrics and stays in the audit log for good.

Pro tip

Configure escalation rules so a near-breach SLA automatically emails the responsible manager before the deadline passes.