Work Orders are used to track the progress of work / maintenance and bill for work raised against a Property which will be actioned by a Contractor. For paying Work Orders see Paying Contractors.
For charging for expenses or bills for your own office use the Bills function.
Work Orders can be accessed from three places:
From the Ribbon menu via Main tab -> Work Order List- this will show all Work Orders on one screen
From the Work Orders tab on the Contacts screen - this will show all Work Orders raised against a specific Contact (if set as a Contractor)
From the Work Orders tab on the Properties screen - this will show all Work Orders raised against a specific Property
Work Orders are displayed in chronological order and can be filtered to on Status, Branch, Company User Assigned and Priority. Option buttons available are New, Edit, Delete, Email, Print, Report, Create New Task, Create New Note, Maintenance Requests, Find, Export Grid to Excel and Refresh.
Against each Work Order the following functions are available:
| Icon | Action |
| Save | Saves a Work Order |
| Save & Close | Saves and Close Work Orders |
| Find | Finds Work Orders |
| Request Quotations | Requests estimates/quotes from different contractors |
| Print Work Order | Prints a Work Order |
| Send Work Order | Email/SMS Text the Work Order to Contactor/Landlord/Tenant |
| Bill Received | A quick way to close and bill a Work Order |
| View Transactions (only appears if a bill has been received) | Easily view Transactions linked to a Work Order. Produces a Transaction list report displaying all Transactions linked to the Work Order. This button will only be displayed if the Work Order status is Closed and Billed or Archived and the Work Order has been linked to a Bill |
| Undo Bill (only appears if a bill has been received) | This will delete other transactions held on other accounts (i.e. |
| Main Details* | Stores the Main Details of the Work Order |
| Details #2 | Stores photos relating to the Work Order click Add to attach pictures |
| Correspondence | Stores Correspondence relating to the Work Order. Use the Menu button or right click to attach Documents |
| Letter | Produces a Letter to the Contractor, Owner, Tenant or add another Contact |
| Note | Adds a Note to the Work Order |
| Task | Creates a Task associated with the Work Order |
| SMS Text | Sends an SMS Text to the Contractor, Owner, Tenant or another Contact |
| Sends an Email to the Contractor, Owner, Tenant or another related Contacts for the Property / Work Order |
All Correspondence relating to the Work Order is stored against the Work Order. On the Work Order click the Correspondence icon to view the stored Correspondence
Use the Payments screen for paying Work Orders i.e. Making Payments to Contractors
You can use the Find button to find Work Orders by Reference or ID.
