This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.148+, automated workflow settings can be used for works orders - allowing different automations to be set-up on creating and/or saving a works order
For example, workflow could be set-up so that a tenant is emailed when a works order is logged and progressing - and, when the works order status changes to completed, further emails could be sent to inform the tenant and/or landlord
Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans, as outlined here
Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up