Understanding workorders

Download the workflow for work orders:  workflows work orders only

1. What is a workorder

A work order is the digital equivalent of a worksheet to be given to a contractor to carry out work.

2, Where can work orders be added

Work orders can be added to:

• To a  task
• To an expiring certificate
• To a  property, unit, or tenancy
• Automatically by Arthur when a trigger occurs – This is linked to understanding automation
• Via scheduler

This related to understanding the hierarchy

3. Who has access to work order information

• Contractors – can view all information
• 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 and shared documents

We have included in preferences the ability to set default positions when creating a work order. These include

• Who sees what in terms of files?
• The automatic attachment of files from a task to the newly created related workorder

4. Can work orders be scheduled

Yes. This is linked to understanding scheduler

5. How do transactions get created for a job?

These are either added;

1. Via the contractor app within the work order – If used the invoice will have already been created. This linked to how contractors create invoices on the app
2. Manually added by the property manager to the work order

To add manually go to workorder>statement>add a transaction. This article is linked to how to handle incoming contractor invoices

The transaction will be linked to the work order and there is an option to create two transactions.

• 1 paid to the contractor
• 1 paid to tenant/owner

6. What can contractors do using the contractor app

Contractors can do many things within their app. This is linked to an article showing the functionality within the contractor app

7. How do owners approve a work order

This is linked to owners approving a quote

8. 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: If my contractor accepts the job or the job is pending can I cancel or put on hold

Answer: yes you can

Question: Do contractors see the 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.