Handle repairs with work orders

Open Property › Operations › Work orders. The tabs 2 (All, Unassigned, Assigned, In progress, Scheduled, Completed) count the jobs by status. Each row shows the issue, the unit, who it is assigned to, the priority, the status and how long is left before the response target (SLA). Click a job 3 to open it. To log a new one, click New work order 1.

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1. 1New work order
2. 2Status tabs
3. 3An urgent job

Prefer cards? Click Board 1 to see the jobs as columns by status, or Calendar to see them by date. Click a card 2 to open the job.

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1. 1The Board view
2. 2A job card

Log the job with New work order. Give it a short Title 1, a Category 2 and a Priority (Low, Normal, High or Urgent), and describe the problem in the Description. Choose the Unit / area and, if a tenant raised it, the tenant under Reported by. Link the equipment under Linked assets if it is in your asset register. You can assign it straight away to Internal staff or an External vendor, or leave it for later. Click Create & assign 3.

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1. 1Title
2. 2Category
3. 3Create & assign

Assign an open job. Open it and click Assign 1. Choose the assignee, add notes for them if you like and confirm. The job becomes Assigned, and the SLA 3 clock for the response target starts when you assign it, so a job that waits 2 shows how long it has been unassigned.

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1. 1Assign
2. 2Waiting for an assignee
3. 3SLA

Follow the job to the end. The main button at the top follows the status: Assign, then Start work, then Mark resolved 1. Use Reassign 2 if the person changes. Cost summary 3 adds up the estimate, the stock used and the actual cost. After you review the work, close the job.

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1. 1Mark resolved
2. 2Reassign
3. 3Cost summary