EliseAI automatically assigns work orders to technicians based on skills, availability, and priority. These assigned work orders appear in each technician's Maintenance By EliseAI Mobile App. Technicians can open, close, and manage work orders directly in the app.
The app is available on both iOS and Android.
NOTE: To use the maintenance app, you must manage your work orders directly in the Elise AI Portal. For more information, see the Maintenance Web Portal article.
Navigate to each section of this article with the links below:
- Install the Maintenance App
- Clock In and Out
- View Work Orders
- Start and Manage Work Orders
- Message Residents
- App Settings
Install the Maintenance App
Technicians can install the maintenance app by following these steps:
- Download the Maintenance by EliseAI app from App Store or Google Play Store
- Open the maintenance app and tap the Login with Phone button.
- Log in by entering the six-digit verification code sent to your phone.
- Tap the red Enable Location to Clock In button, then click Allow in the Location & Notification Access box.
- NOTE: The app tracks your location only when you are clocked in, and not at any other time.
Clock In and Out
To clock in for the day, tap the green Clock In For Day button at the bottom of the screen.
This prompts a message saying you must be near a designated location to clock in. Tap the purple Clock In button to confirm location and clock in. Or, tap Cancel to cancel your clock in.
To clock out for the day, tap the red Clock Out For Day button at the bottom of the screen.
View Work Orders
The maintenance app sorts work orders by completion status. Use the tabs at the top of the screen to view work orders by each status:
- Open: All work orders that have not been completed.
- In Progress: Work orders that a technician is actively working on.
- Completed: Work orders that a technician has successfully completed and closed.
Each work order may be labelled by priority level: Low, Medium, High, and Emergency.
Tap the Assigned To Me filter under the status tabs to view work orders by assignment.
- Set the filter to Assigned to Me to view work orders assigned to you.
- Set the filter to ∞ All Work Orders to view all work orders.
Use the community filter under the status tabs to view work orders for specific communities.
Tap the community filter to open the Filter Communities page. Use the page to search for and select your communities. Then, tap Apply at the bottom of the screen to view work orders for the communities you selected.
To view work orders for all your assigned communities, tap Clear on the Filter Communities page.
View Work Order Details
Tap on a work order to open its details page. Each page contains three tabs.
The Details tab lists work order details, including:
- Unit
- Scheduled Time
- Assigned Technician
- Priority level
- Category
- Issue and Description
- Notes and pictures: see Step 6 in Start and Manage Work Orders for instructions on adding these.
- Location: Tap the Go button next to the address for directions to the building address.
- Resident
- Due Date
- Creation Date and Work Order ID
The Resident History tab lists all open and closed work orders submitted by the resident. Tap on each work order to view its details.
The Timeline tab lists the work order's history, including its creation date and any status changes.
Start and Manage Work Orders
Follow these instructions to start and manage work orders in the maintenance app.
- Tap on a work order to open its details page.
- Tap the Go button next to the address for directions to the building, if needed.
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Tap the purple Start button at the bottom of the screen to start a work order. This opens a timer that tracks work order completion time.
- Tap the Pause button to stop the timer, if needed. The paused work order remains In Progress unless you manually update the work order's status—see Step 5 below.
- Tap the Change Status button to update the work order's status. You can make the following status updates to the work order:
- Not Started
- Completed
- On-Hold - Parts Needed: For when you must order a part to complete the work order
- On-Hold - Vendor Needed: For when you need to outsource the work order to another vendor
- On-Hold - Resident Denied Access: For when you cannot to enter the resident's unit at the scheduled time.
- On Hold - Other: For all other issues. Please include a description with this status.
- Use the Notes section to add a notes and photos to the work order page, if needed:
- Tap the + Add button to add a note.
- Tap the Camera box to upload a photo.
- Tap the purple Chat icon in the top right corner to message the resident listed on the work order, if needed. This opens a chat page.
- Use the chat page to:
- Send the resident a text message by typing your message in the text box and tapping the purple arrow at the bottom of the screen.
- Call the resident by tapping the Phone icon in the top right corner.
- Tap the Complete button at the bottom of the screen to mark a work order as complete.
- Write a description in the Closing Note box, then tap Done to complete the work order. The AI notifies the resident that the work order is complete and includes any notes from the technician.
NOTE: If you accidentally tap start before you begin a work order:
- Tap the Pause button at the bottom of the screen.
- Tap the Change Status button.
- Change the work order status back to Not Started.
Create a New Work Order
Follow these instructions to create and self-assign work orders directly in the maintenance app:
- Tap the purple + button in the bottom right corner of the app's Home page. This mounts the New Work Order page.
- Select a building or property in the Community dropdown menu.
- Select Resident or Unit under the Resident dropdown menu to file the work order by resident or by unit.
- Fill in the required fields:
- Description
- Issue
- Specialty
- Priority
- Skill Level
- Estimated Duration
- Select Yes in the Permission to Enter field if the resident has granted technicians permission to enter the unit while they are not home.
- Select Yes in the Assign To Me field to assign the work order to yourself. Or, select No to create the work order without assigning it to yourself.
- Tap the purple Create button to create the new work order.
Message Residents
Use the chat page to message residents about work orders and maintenance issues. Follow these instructions to use the chat page.
- Tap the Chat button at the bottom of the screen to open the chat page.
- Tap the purple + button in the top right corner of the screen.
- Search for and select the resident you would like to message.
- Type your message in the text box, then tap the arrow to send your message.
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Tap the Phone icon in the top right corner to call a resident.
- NOTE: For now, you can call the resident directly through their personal number. Number masking is coming soon. This means you can call the resident through a bridge number, which is your VoiceAI number for the resident's community.
App Settings
Tap the Settings gear at the bottom of the screen to open your app settings.
On the settings page, you can:
- View your profile name, role, phone number, and email address. Contact Support to change your profile information.
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View location sharing and notification status.
- Location status should be set to Always.
- Notification status should be Enabled.
- Set your language to English or Spanish. See Language Setup below.
- Switch from Light Mode to Dark Mode.
- Log out or Delete your account.
Language Setup
Follow these instructions to change your app's language to Spanish or English.
- Tap the Settings gear at the bottom of the screen to open your app settings.
- Tap the Pencil icon on the right side of the Language section.
- Select Spanish or English in the Select Language window.