Work Order Approval - Set up

The default WO flow in Dwellant sends WOs automatically to the assigned contractor, which can later be withdrawn if there is an issue.

In 2023, we introduced a new way to handle WOs. Managing Agents can now be configured so that WOs must be approved before they are sent to contractors. This needs to be enabled by the Dwellant team. 

THIS IS SERIOUS COMPANY WIDE DECISION AND CAN ONLY BE MADE BY SENIOR DWELLANT SPONSOR

How to set it up

Roles are configured at the main managing agent level

When editing roles, there is now a new field to add a WO approval level. Any users with this role can create/approve WOs to that value.

Users' roles are set within their individual details, accessible in the Setup menu

When applied, you can view the steps the same way you would for invoices