From Request to Completed Work
Work orders are created from maintenance requests and represent the actual work being done. They track vendor assignments, scheduling, costs, and completion details.
Creating a Work Order
From a maintenance request detail page, click Assign Vendor or Create Work Order. You will be prompted to:
- Select a vendor from your saved vendors or the vendor marketplace
- Add a description of the work needed
- Set a priority level
- Optionally schedule a date right away
The Work Order Detail Page
Once created, each work order has its own detail page with several sections:
Vendor Assignment
See which vendor is assigned, along with their contact information. You can reassign to a different vendor if needed.
Status Updates
Work orders move through their own status flow: Created, Assigned, Scheduled, In Progress, Completed. Update the status as work progresses.
Scheduling
Set or update the scheduled date and time for the work. The tenant attached to the original request is notified when a visit is scheduled, so they can prepare.
Cost Tracking
Record the cost of the work, including labor and materials. You can add line items for a detailed breakdown. This feeds into your financial reporting and expense tracking.
Document Uploads
Upload vendor quotes, invoices, receipts, or completion photos. These are attached to the work order for your records and can be included in owner statements.
Payment Section
Track payment status for the vendor. Mark invoices as paid, pending, or disputed. This helps you stay on top of vendor payments and keeps your accounting clean.
Vendor Reviews
After work is completed, you can leave a review for the vendor. Rate their quality, timeliness, and communication. These reviews help you make better vendor choices in the future and contribute to the vendor marketplace ratings.