How to add workorders and also make them recur

This article looks at adding

  • Individual workorder
  • Recurring workorders

This article is linked to understanding workorders

Adding individual workorder

Step 1 – Create details of the workorder

 

If you do not want to share tenant details then tick box. Please note only accepted jobs get to view tenants contact details unless this box is ticked

 

 

Step 2 – Add contractors

This will now send the jobs to your contractors

 

How to make a workorder recur

Only available on Professional & Enterprise

This is useful if you have a requirement to lay in workorders in advance e.g annual boiler check. They will appear on your agenda but once created on the future day your contractor will be notified in line with the automated events.

  • Create the workorder
  • Set up if its to be repeated
  • Tick to repeat invite to contractor

Go to Workorders>Add Workorder>Tick(This is recurring workorder)>Select Frequency(Repeats drop down)>Save

*Ensure if your using the same contractor each time please tick box below

 

View the scheduled workorder

 

view details of the workorder

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