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Office Address

Dallas, Texas
United States

Phone Number

(833) 546 - 7427

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[email protected]

Help support

Email [email protected] For help with a current product or service or refer to FAQs and developer tools.

LeansiteKnowledge Base

LeanSite Learning Hub

Step-by-step guides that help facility and property managers get the most out of LeanSite — payments, budgets, NTEs and more.

General

6 articles
General
Create an Asset

Create an asset to give a property-level item its own ID, status, specifications and work history. Every asset belongs to one property. After it is saved, the…

2 min readRead guide
General
Getting Started: Understanding the FM Portal

The LeanSite FM Portal brings property records, work orders, assets, messages, schedules, analytics, payments, approvals and support into one workspace. Start…

3 min readRead guide
General
Bulk Work Orders for Portfolio Campaigns

Use a bulk work order when one common job must be created across several properties. LeanSite uses one shared definition and creates an independent work order…

2 min readRead guide
General
Notifications: What Triggers What

LeanSite sends notifications when a platform event requires awareness or action. Web users receive role-filtered notices through the bell in the FM Portal or…

4 min readRead guide
General
How to Add your first property

Adding a property creates the place where Leansite can organise work, budgets, service requests and property information. Complete the five-step setup in one…

4 min readRead guide
General
Property Details: Using the Property Command Center

Property Details brings one property’s identity, budget, work orders, assets and vendor relationships into a single panel. Open it when you need to understand…

3 min readRead guide

Work Orders

3 articles
Work Orders
Creating a Work Order: Internal Team vs. External Service Provider

Choose Internal Team when people employed or managed inside your organisation will complete the job. Choose External Service Provider when the work must go to…

3 min readRead guide
Work Orders
Create recurring preferred-vendor work orders

Create a recurring preferred-vendor work order for planned work that repeats on a predictable pattern, such as cleaning, inspection or maintenance. You set the…

2 min readRead guide
Work Orders
Create one marketplace work order

Create a marketplace work order to get competitive bids from external vendors. Define the scope, set response deadlines and publish the request for your…

3 min readRead guide

Service Requests

4 articles
Service Requests
Create and manage service-request templates

Build service-request templates to collect location, issue, urgency and photos from requesters. Route submissions to the FM queue for deliberate triage…

3 min readRead guide
Service Requests
Create and deploy QR codes for service requests

Create QR codes that link to mobile service-request forms at properties, areas or assets. Test and deploy codes to route submissions to the FM review queue.

3 min readRead guide
Service Requests
How To Set Up Service Requests: Forms, QR Codes and Intake Rules

Set up service-request intake by creating a short form, linking it to the correct property context and generating a QR code for the place where people will…

3 min readRead guide
Service Requests
Manage a Service Request from Submission to Resolution

Every submitted service request requires a deliberate Facilities Manager decision. In the current FM Portal, submitted requests appear under Service Requests >…

3 min readRead guide

Support

1 article
Support
Get help and contact Leansite Support

Get help from LeanSite Support. Create a support ticket, describe your issue and track responses. Follow up on active and resolved requests through Help and…

1 min readRead guide

Analytics

2 articles
Analytics
Create, schedule, and trigger reports

Schedule a report when a team needs the same operational view at a regular time, and use a trigger alert when someone must act after a defined condition…

3 min readRead guide
Analytics
Understand Operational Health

This guide explains the score, component formulas, bands, reporting periods, early-warning signals and location ranking shown on Analytics > Operational Health.

3 min readRead guide

FAQs

1 article
FAQs
How To Use The Activity Log

Learn how to use the Activity Log to track recorded actions and changes across work orders, payments, properties, and user activity. Find events, filter by…

3 min readRead guide

Payments

2 articles
Payments
How to Pay Vendors On LeanSite

As a Facility Manager, you pay service providers for completed work through LeanSite. This guide takes you from the invoice arriving to the money reaching your…

5 min readRead guide
Payments
How to make Payments

As a Facility Manager, you pay service providers for completed work through LeanSite. This guide takes you from the invoice arriving to the money reaching your…

5 min readRead guide

Budgets and NTES

1 article
Budgets and NTES
Budgets and NTEs Explained

How LeanSite keeps facility spend inside an approved number — what a budget is, what an NTE is, and the simple steps for setting both up.

7 min readRead guide

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Simplifying property operations for facility managers and operators. From work order scheduling to vendor management and inspections, Leansite helps you stay on top of every detail.

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