Lula | Pre-Onboarding Launch Essentials

Maintenance operations

How requests reach Lula and how Pros access properties.

Work order assignment type Who triages incoming requests and decides which vendor handles them?

Lula handles all assignment & triage We triage and assign, Lula handles the work We use a call center or 3rd party service for intake

Upload one of your resident lease agreement templates Optional Helps us understand resident responsibilities and maintenance terms. PDF or Word file.

Lockbox / property access information Optional For properties that are vacant, are there standard lockbox codes or process that are followed for access?

Do you have in-house maintenance technicians?

No Yes

Spending limits

Confirm what Lula is authorized to spend.

Non-emergency (Default) NTE Confirm or enter the maximum spend for routine repairs. If Sales supplied an amount, review it here.

Emergency NTE Confirm or enter the maximum spend for urgent issues. Permission to exceed this amount is confirmed separately below.

May we exceed the NTE in true emergencies? For example, an active water leak, no heat, or a safety issue.

Yes No Call us first

Approvals & quotes

Who can approve work, receive quotes, and make urgent decisions.

Urgent approval and escalation instructionsWho should we call for a fast decision or if the approval contact cannot be reached? Include the name, phone number, and any after-hours instructions.

Invoice routing

Make sure the first invoice reaches the right person and can be accepted.

Primary accounts payable contact Who should receive invoices and billing questions?

Accounts payable contact

Name

Email

Phone

If you’d like invoices emailed to additional team members, please provide their email address(es) Separate multiple email addresses with commas.

Requirements needed to accept the first invoiceFor example: a PO number, required work-order reference, portal submission, or mandatory documentation. Enter None if there are no special requirements. Agreed contract terms still apply.

How you prefer to pay invoices Lula prefers ACH.

ACH Preferred Check Credit Card 3% Fee Inc.

Vendor setup documents or invoice submission guides If we need to complete a vendor packet, W-9 request, or portal registration before invoicing, tell us here or send the documents to your onboarding manager.

Pre-Onboarding Launch Essentials