Your Broker Brain site is set up with seven standard preservation statuses. They are:

• Out for Bid
• Second Bid Requested
• Bids Received
• Out for Approval
• Approved
• Work Complete
• Cancelled

Additional preservation statuses can be created depending upon need and preference

Adding a New Preservation Status

1. Click on the Preservation Status tab on the left hand side of the screen. The following screen will appear:



2. Fill in the Status field and select the weight.

3. You have the option to check Show Billing Status for each Preservation Status.This will enable you to see the status of the vendor invoice for those properties. This information is found on the Properties > Preservation tab.

4. Click Add and the new Status will be added to the Status List


Important:

• The 7 standard preservation statuses will show on the list in a light font that cannot be deleted. Those preservration statuses that you add, can be deleted.
• The status weight is used to determine the order of the preservation statuses in menus where they can be selected in the Properties > Preservation Tab. The status with the smallest number will appear highest on the list.
• To track ongoing approved services e.g. reoccurring yard service, cleans, and pool service, set a preservation status in the admin tab ONGOING SERVICES APPROVED.  That will allow a report to be generated to track the preservation records and will notify the billing department that the invoices received are approved.

Recommended additional Preservation Statuses