Understanding workorders

What are work orders

A workorder is the digital equivalent of a worksheet to be given to a Contractor to carry out work.

Where can you add a work order

Work orders can be added to:

  • Within a task
  • property
  • unit
  • tenancy

*If a work order is added with no relationship then the contractor will have no information such as access details, tenant information etc

 

How does hierarchy determine who sees work  orders?

  • Property owners – Can view and approve work orders. They do not see contractor details or contact details
  • Tenants – Can only see the contractor that has been allocated the job

How are work orders created?

Two ways to create a work order:

  • Within a task; This is the most common.
  • Independent of a task

Can work orders be scheduled to recur?

Yes

How does hierarchy affect what you can action within a work order?

Depending at which level a work order is related to, property, unit or tenancy will determine what functions are available to you. For example the contractor needs contact details of the tenants. Depending on the relationship as below:

  • Property level – Access all tenant contact details in the property
  • Unit level – Access tenants within that unit
  • Tenancy level – Access details to those tenants on that tenancy

How do invoices get generated against a work order?

These are either added;

  1. Via the contractor app
  2. Manually by the property manager

Frequently asked Question

Question: What if my Contractor does not want to use Arthur?

Answer: You can still create work orders and accept it on their behalf. Alternatively contractors can accept the job via the email sent to them. You can further print the work order and email to them. We advise the app is the most efficient route to handling jobs.

Question: Do contractors see tenants contact details?

Answer: Only once the job has been allocated. If you do not want them to have access to details you need to tick no access within the work order.

 

 

 

 

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