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How to add workorders and schedule them to repeat

This article looks at adding

  • Individual workorder
  • Scheduled  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

 

 

 

 

 

 

 

 

 

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