Book works orders in bulk

This guide has been reviewed against our global client base and classed as relevant to all regions

Where enabled, when viewing a list of certificates due to expire via the Property Management panel of the Organiser, the option to book the works orders in bulk for selected entries is available

This option can be used where the same contractor/supplier is being used for the works

To enable this configuration option, click here to contact Reapit Support

1. Open list of certificates due to expire

From the Organiser, Property Management panel:

Right-click over certificates due to expire (e.g. gas / electrical safety) and select Full Results

The list will be displayed in full, see step 2

2. Create and enter details for works orders

The list of certificates due to expire is displayed

Tick the entries to book a works order for then click Book <type> Safety Inspections button (top left)
Enter Works Order Details then click Next
Click Yes to create the works orders
Select the required options for storing/emailing PDFs and printing works order details and click Finish
The entries you have just processed will be displayed with a tick beside them

3. View works orders

Works orders will be automatically created for the selected properties/tenancies

From the main menu, click Lettings/Rentals:

Select Outstanding Works Orders
The newly created works orders are displayed here - double-click to view

For further information on works orders: Works orders (property management)

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