Cirrus8 Integration | Work Requests

Modified on Thu, 9 Oct at 1:26 PM

PIM & CirrusFM Work Request Guide

Create “On The Go” Maintenance with Work Requests from PIM!

Cirrus8/CirrusFM users can now create new Work Requests directly from PIM, including attaching a photo from the inspection area, and upload it straight into CirrusFM.

For any property requiring a Work Request, simply select a photo, add the relevant details, and raise the Work Request. You can also choose to notify the property manager by email so they receive a copy of the request.

Please note, submitting Work Requests is only available for inspections imported from Cirrus8 and requires an active network connection.

If you haven’t set up the integration between PIM and Cirrus8 yet, you can follow our Cirrus8 Integration Guide for step-by-step instructions.

Creating Work Requests in PIM

The first step in raising a new Word Request from PIM is to navigate in PIM to the inspection area where your photo of the damaged or affected area, then follow these steps:

Step 1. How To Create and Send a Work Request from PIM

From the list of available photos for an Inspection Area or Sub-Inspection Area tap and hold the photo you wish to include as part of the Work Request then select Send Work Request to Cirrus8

If you have multiple images you need to include in your Work Request you can do that by tapping Edit (in the top right-hand corner) then select the images and then tap the "..." > Send Work Request to Cirrus8 with Photo/s. There is a max of 3 images allowed to be submitted as part of the Work Request.

Step 2: Completing Work Request in PIM

This presents the Work Request screen where you can fill in more details:

Subject - Defaults to the Inspection Area where the image was taken. Edit as required.
Description - Enter notes detailing more information about the maintenance needing to be done.
Priority - Select the priority (required)as indicated in the image below: Low, Medium, High or Critical!
Target Date - Defaults to tomorrow's date, however, change as needed.
Created By Email: Defaults to the Inspectors email address.

Property Manager Email: PIM automatically pulls the designated Property Manager from Cirrus8. If the Notify PIM toggle is enabled when submitting a Work Request, the request will be sent directly to Cirrus8, and the Property Manager will also receive an email notification.

Contact Details: Derived from the Tenant details for the Property as stated in Cirrus8. If these fields are blank the inspector's details will be used instead. Any follow-up notifications for the Work Request will use these contact details. If the contact telephone field is blank, the mobile number will default to the Inspectors mobile if configured in PIM Settings > PIM Admin > Inspectors.

Once a Work Request is submitted to CirrusFM, any further notifications will be sent through to the Contact by CirrusFM.

Anything with an asterisk * is required before tapping Done.

Once you tap Done, a confirmation message will appear letting you know that your Work Request has been successfully sent to CirrusFM. If you chose to notify the Property Manager, they will also receive an email. Simply tap OK to close the confirmation and return to your inspection.

Viewing Work Requests in Cirrus8

After you have sent the Word Request from PIM, log into your Cirrus 8 account then tap on CirrusFM (1)

Then tap Work Requests (2) and tap on your newly created Work Request (3) to view further information.

Once opened you can see your Subject, Description, and Attachment (Image) together with other details sent from PIM.

Any further workflow questions regarding Work Requests and Work Orders please contact Cirrus8 Support.

If you are having issues submitting your Work Requests in PIM please contact PIM Support.