Updated Request Service Workflow for New Properties
We've updated the Request Service Workflow for New Properties to make it simpler and easier to use.
Select your state below and follow the steps to request services for a new property under your management. For existing properties, use the separate workflow available here.
- Click New work order from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons, then click Next
You can select a Safer Home plan or Individual services (for details on the difference, click here)
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Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Enter the property owner's details. You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
- Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.
- Click New work order from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons for the property.
-
Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Enter the property owner's details (this is not required). You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
-
Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.
- Click New work order, from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons for the property.
-
Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Provide details on whether you require a service check before the next lease begins or renews.
- Enter the property owner's details. You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
- Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.
- Click New work order from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons for the property.
-
Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Enter the property owner's details (this is not required). You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
- Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.
- Click New work order from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons for the property.
-
Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Enter the property owner's details (this is not required). You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
- Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.
- Click New work order from the Compliance Portal dashboard (Home menu).
- Enter the address and select the property. If you can't see it listed, click Search for more suggestions.
- If you use integration, we'll try to match the address with your property management system to retrieve existing details. If we can't find a match, click Continue without a match.
- Choose the service plan and any required add-ons for the property.
-
Enter any prior service dates, then click Next.
Prior Service Dates
Make sure the prior service dates you provide are correct, as we use them to calculate invoice timing, invoice amounts, and your next service dates.
- Enter the tenancy details, then click Next.
- Enter the property owner's details (this is not required). You can search for existing owners or click Add a new owner.
- Enter additional property details, including the property manager, key availability, and key number.
- Provide any access instructions. This helps us avoid unforeseen issues when attending the property.
- Based on the information provided, a priority will be assigned to the work order. If there are any unresolved issues or escalations needed, advise them here and click Next.
- Review the property enrolment summary. You can click through each section to confirm everything is correct. Finally, click Submit enrolment request to send it to our team.