A maintenance request lands on your desk. You need to log it, get the right vendor on it, and confirm everything is moving — without losing the thread between a WhatsApp message and a spreadsheet row.
Here is how to do it from start to finish.
What you need
- An active property in your portfolio (
PROPERTY_01in this example) - At least one vendor in your vendor list (
VENDOR_A)
Steps
1. Open the maintenance order form.
From your operations dashboard, navigate to the maintenance section and start a new order. You will see a short form that walks you through the details one step at a time.
2. Set the location and category.
Select PROPERTY_01 from your property list. Choose the relevant room or area if applicable, then select the category that best describes the issue — for example, plumbing, electrical, or HVAC. Set the priority level.
3. Describe the issue.
Write a clear description of what needs to be done. Be specific enough that VENDOR_A has what they need to show up prepared. Add the estimated completion date.
4. Choose how to engage the vendor.
You will see two options: Direct Assign or Request Quotes. For a single vendor you already want on this job, select Direct Assign.
5. See the suggested vendors.
BasePro shows the best fits at the top — vendors who have worked on PROPERTY_01 before and whose category matches the order appear first. Select VENDOR_A.
6. Confirm the assignment.
Review your order summary. Confirm the assignment. BasePro sends a notification to VENDOR_A on their preferred channel the moment you confirm.
What you will see when it is done
- The order status updates to show the vendor is assigned.
VENDOR_Areceives a notification with the order details on their preferred channel (WhatsApp if configured, email otherwise).- The order is now tracked in your maintenance log for
PROPERTY_01.
If anything is unclear
The exact labels in your workspace may differ slightly from this guide. For the precise steps in your account, open BasePro Support from inside the app — it answers questions about any workflow in plain language.
Related: How to Generate an Owner Report