Landlord works order note/instruction

Owned by Fiona Wilson, created
Last updated: Apr 21, 2022
2 min read

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

A works order note can be added on the landlord record - the note is shown on all works orders created for the landlord’s properties and is also added to supplier invoices created from works orders carried out

1. Access landlord financial screen

From the landlord record:

  • In the Financial panel, click edit (pencil) icon

2. Add works order note

In General Financial Details panel:

  • Beside Works order notes/instructions, click View/edit note
    An asterisk (*) beside the link means a note has been added

  • Add/edit the note, click Accept to save

3. Note shown on works order

Landlord notes are shown on all works orders (and supplier invoices) for the landlord’s properties

Property notes can also be added (specific to the property, not the landlord), click here for more information