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Create a mission

Updated

Check-in, check-out, cleaning missions are automatically generated according to your office and properties settings for each reservation imported or created in RentalReady.

 

You can still manually create a mission from:

  • property page, click on Options > Add a mission. The mission will be automatically attached to the property
  • reservation page, click on Actions > Add a mission. The mission will be automatically attached to the reservation

 

Mission information

  • Select mission begin date and hour 
  • Select the mission type
  • Tick the option to display a notification badge on the checklists page. It will be displayed once the mission checklist is submitted by the agent and until it is reviewed by a staff user
  • Indicate the mission duration, expressed in minutes
  • Indicate the mission price (amount the agent should earn once mission is done). This field has no impact on transactions
  • Ignore the option to charged to. This field has no impact on transactions
  • Indicate the payment status according to the agent has already been paid or not. This field has no impact on transactions

 

Mission comments

  • Add a summary about the mission to be displayed on owner invoice, if applicable
  • Add an internal comment. This comment will be displayed on corresponding dashboard, only visible by staff users
  • Add an external comment. This comment will be displayed on corresponding dashboard, visible by staff users and agents assigned to this mission

 

Invoice to owner

This section will allow you to automatically create a payout adjustment with charge type for the mission you are creating.

  • Select the category from the drop-down menu according to the payout adjustment you are creating
  • Fill in the price of purchase:  this is the payout adjustment amount
  • Price of purchase note: this comment is visible to the owner and will be displayed on the owner space and associated invoice
  • You can also add service fees. The amount is expressed without VAT. VAT will be automatically  applied according to the VAT rate set on the property office. If you do not want to apply service fees, add 0 in this field
  • Service fee note :  This note is visible to the owner and will be displayed on the owner space and associated invoice
  • Upload a file if necessary. This is a proof of the payout adjustment (invoice, receipt, screenshot of an e-mail, etc.)
  • Supplier name:  It can be for example the name of the provider (if maintenance or service) or the store (if purchase of an object)
  • Internal note :  This note is only visible to the property manager
  • Skip Send invoice to finance team option

 

Other

  • Tick if the mission has already been completed
  • Tick if mission is urgent
    • If this option is checked, the message Urgent will appear on :
    • Mission dashboard
    • Mission details page
    • Property calendar (by clicking on the mission)
    • Mission creation form (recently created missions)
    • Agent space

Once the form is completed, click on submit to create the mission.

 

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