There are circumstances where you may need to place a property on hold in the system. Some examples of this are:
- The property is on stop credit
- The property is in a state in which it isn't possible to complete tasks or carry out routine maintenance (ie major construction)
Placing a property on hold:
In order to place a Property on hold:
- Go to the property in question and then click update
- Click on the field marked "Status", and choose "On hold" from the resulting drop-down menu.
- Click the blue button in the bottom-right corner labelled "Save property".
- Fill out the field giving the reason as to why the property being placed on hold (ie. bad payer, too many overdue invoices etc.)
Top tip: If there are any incomplete tasks against the property before it was placed into on hold status, make sure to change the status of all tasks on that property to an alternative status such as "Not ready". If a task against a property on hold has been present for longer than 6 months, it is advised to archive those tasks and regenerate them when necessary.
Changing the status of all tasks against all properties on hold:
- Go to Tasks
- Change the Status field to "Is Not", then click on the field and select "Complete"
- Add the filter Property Status, click on the field and select "On Hold"
- This will list all incomplete tasks against properties that are on hold. Click the checkbox to select all tasks, and make sure to click the link to select all tasks if there are multiple pages of tasks listed.
- Scroll to the status field, then click on the field and click "Not ready"
- Scroll down and click the blue button labelled "Apply changes"
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