An app for property managers to request paid services for their property occupants from several service providers.
Industry: Real Estate
Function: Property Management
A Property Manager could use this app to record and maintain services supplied to buildings and occupants under their management. The app could be used by managers to request available services from service providers. The app has 3 main views and 8 menu views. The Buildings View shows pictures of all buildings/managed properties. Click on a picture to see the manager of a building and occupants. The buildings distance from the current user is also shown. The Providers View lists all the service providers, services they provide and service people. The Managers View lists the managers, their related buildings and service requests. The first menu view is All Services. This view is a table grouped by all the service providers and shows the locations and details of the services they have provided. Other menu views include Occupants as well as Occupants Service Costs, service requests awaiting approval and a view of discontinued services. The Map view shows all the properties and the pins are color coded to each property manager. Security filters can be used to restrict access to various views and tables to the signed in users.
Also see: tablet mode & fullscreen mode
How we built this app
We built this app using six tables, one for buildings, one for available Services, one for Managers, another for occupants, service providers and one for all the Service Requests. Reference: There is a reference (REF) between service requests and managers so each request is connected to a manager. This will help the manager start a request directly from their profile, with a drop-down of their buildings, associated occupants as well as services, service providers and costs. Slices: Data > Slices. The App has slices to filter started and discontinued services as well as for requests for services awaiting approval. A slice was created to filter occupants services so a weekly invoice could be sent out to the occupants for the total owed each week. This used a virtual column containing the the latest requests from each occupant by using MAXROW function. Show If: The app also uses Show If conditions in the request form. If the occupant fills in the form the authorization and managers signature fields are not shown. When the manager fills in the form they are able to authorize the request for service and sign the form. Security filters may also be used to limit the views of signed in users. Map Pins: By using address and LatLong values, the building locations can be shown on a map and distances from the user can be calculated.. We have formatted the map pins different colors depending on who the manager is. Actions: Behavior> Actions. There is a grouped action called Approve which is made from two hidden actions.The approved action sets the value of the “Request Approved?” column to TRUE and the Managers signature action which opens the form so the manager can sign the request. Workflows: Behavior > Workflow. There is a workflow triggered when a new request for service is added. This request is sent to the service provider outlining the services required. Reports: Behavior > Report. A report/Invoice has been created to send a weekly Invoice to each occupant for all of the services they receive. If you want to add your own questions to the form, simply copy this app. You can add more columns to the spreadsheet. Each column will be a question in the app and you can use SHOW IF conditions to display the question or not. After you modify the columns, click on Regenerate column structure in the App Editor > Data > Column Structure. This will make AppSheet refresh the template for the app and reflect the new columns that are part of it.