Request a setup review for Rentvine or Rentec Direct workflows.
What you get
Review how work orders, customer details, and property information could fit your field-service workflow.
Confirm which scheduling and status updates are supported for your setup.
Review how completion notes, photos, and documents may be shared.
Get the supported workflow and requirements confirmed before setup proceeds.
Our team will help coordinate the next steps with your property manager.
Before you start
Here’s what you need to have available to get connected:
A FieldPulse account and an authorized contact
A property manager using Rentvine or Rentec Direct
The name and email address of your property manager’s primary contact
A short overview of how your team handles work orders
Set up
1. Request a setup review
Use Lumberjack Connect to tell us about your FieldPulse account and property-manager workflow. Our team will review requirements and share next steps.
2. Review requirements and access
Our team will confirm what account access is needed for your setup. We’ll explain the requirements and supported workflow before anything is connected.
3. Share your workflow
Tell us about each property manager and the system they use:
The property management company and platform
Your authorized field-service account contact
How your team receives and completes work orders
We’ll use these details to review fit and coordinate next steps. Please don’t send passwords or sensitive account credentials.
4. Confirm the setup with your property manager
Our team will coordinate any required approvals and confirm the connection plan with your property manager before setup proceeds.
We’ll share who needs to approve, what information is in scope, and how to reach us if questions come up.
5. Start with a confirmed workflow
Once setup requirements and supported updates are confirmed, keep using your field-service account for field work. We’ll share the agreed workflow and support contact before you begin.
What we’ll review
From property management into your field-service workflow
Work order details and attachments
Customer, property, and contact information
How requests fit your team’s workflow
Updates from your field-service workflow
Scheduling and status updates
Completion notes, photos, and documents
Invoice sharing, where supported
We’ll confirm the supported information flow before setup proceeds.
Disconnect
Need to pause or disconnect? Contact support so we can review the right steps for your account and explain how the change may affect work in progress.