Work Orders are a different type of request which allows you to allocate work to a contractor of your choice. Once you change the Process of the request and select Work Order a new window will pop up and ask you to select a contractor.
To choose a contractor, type in at least the first two characters of the company’s name into the field Contractor Name, then select from the drop-down list which will appear if the system recognises it. If the drop-down does not appear, you must add the contractor first by going to Setup > Contractors and adding their details.
You will notice that when you choose a contractor, their details will appear within the request. This allows you to review any insurance documents, contact numbers or if you just want to find out if they’ve been used before by your company you can look at the Prior Usage column.
You will be asked to complete an extra field, Reason for Using Contractor if the user has not been approved or does not have all their insurance documents uploaded. This will be left as a note on the contractors’ records for the next property manager who wishes to use the contractor. The next field is the Target Completion Date. Select the field box and choose a date that you wish for this job to be completed by. You must fill in the fields with the red asterisks (*).
How work orders benefit us
Work orders are great for keeping all the users notified when there is an update.
Here are few benefits:
- Quick responses and instant email notifications
- Keeps everyone in the loop of the process.
- Vital informal is displayed e.g. prices, description, site address.