Owner Portal: Submitting Maintenance Requests

Available from: v1.0.14

Owners can now submit maintenance requests directly from the owner portal. Previously the portal was read-only, showing only service charge demands and payment history. This feature closes that gap and gives owners a self-service channel for raising issues with their development.

How It Works

Each owner accesses the portal via their unique token URL:

/portal/[token]

The portal now contains three sections:

1. Service Charge Demands — view outstanding and historical demands.
2. Payment History — view a record of payments made.
3. Maintenance Requests — submit a new request and view previously submitted ones.

Submitting a Request

1. Navigate to your portal link (/portal/[token]).
2. Select the Maintenance Requests section.
3. Fill in the submission form:
   • Issue description — describe the problem in detail.
   • Category — select the most relevant maintenance category.
   • Any additional details required by your management agent.
4. Click Submit.

Once submitted, the request is logged in the maintenance workflow and attributed to the owner_portal source. Your managing agent will be notified and can track the request through the standard maintenance pipeline.

For Property Management Agents

Maintenance requests submitted via the owner portal are distinguishable from requests raised internally. In the maintenance request record:

• The source field will display owner_portal.
• The submitting owner is linked to the request automatically via their portal token.
• All owner-portal requests appear in the standard maintenance queue alongside internally raised requests — no separate inbox or workflow is required.

Source Tracking

The platform's maintenanceSourceEnum defines the following source types:

Source	Description
owner_portal	Submitted by an owner via their portal link
(other internal sources)	Raised by agents or staff internally

Owner portal submissions are now correctly stamped with owner_portal, enabling accurate reporting and audit trails by source.

Notes

• The owner portal is accessed via a unique token link — no account registration is required from the owner.
• Owners can view previously submitted requests within the portal.
• This feature was previously defined in the schema (maintenanceSourceEnum included owner_portal) but the form, endpoint, and UI were not implemented until v1.0.14.