How to add individual workorders , scheduled workorders and automated workorders

This article looks at adding

• Individual workorder
• Scheduled  workorders
• Automated workorders

This article is linked to understanding  workorders

Individual workorders

Step 1 – Create details of the workorder

This can be done from

1. Within a task
2. From an expiring certificate
3. On its own related to  property, unit, or tenancy
4. Via automation – This is dealt with via  How to use automation to create a workorder based on a certificate expiring

Tick appropriate boxes and continue

Step 2 – Add contractors

This will now send the jobs to your contractors

How to schedule a workorder

Only available on Professional & Enterprise. This is available from the understanding the scheduler

How to add a system workorder

This can be found through understanding automation