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How to add workorders and schedule them to repeat

This article looks at adding

  • Individual workorder
  • Recurring workorders

This article is linked to understanding  workorders

Adding a workorder

Step 1 – Create details of the workorder

This can be done from

  1. A task
  2. From an expiring certificate
  3. Or raised on its own related to  property, unit or tenancy

 

Tick appropriate boxes and continue

 

 

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 it to be repeated
  • Tick to repeat invite to the contractor

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

*Ensure if you’re using the same contractor each time please tick the box below

 

View the scheduled workorder

 

view details of the workorder

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