Works orders (property management)

Create a new works order

How to view current and completed works orders, how to log a works order and how to email works order details to relevant parties

Book works orders in bulk

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

Locate & chase works orders

Using the Organiser to find outstanding works orders, works orders to chase and completed works orders

Complete a works order - including posting/authorising supplier invoices

The process to follow to complete a works order - including marking a works order as completed, posting the supplier invoice to accounts, saving the supplier version invoice and authorising it

Mark works orders as 'invoice not required'

A works order that does not require an invoice can be identified - works order grids can display whether an invoice is required, plus reporting options are available

Landlord works order note/instruction

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

Works order property note

A works order note can be added to a property - the note is shown on all works orders created for the property and is also added to supplier invoices created from works orders carried out on the property

Preferred suppliers shown on bulk works orders screen

When set up to be able to book works orders in bulk, preferred suppliers are displayed in the list of works orders to be booked

Safety certificate due to expire linked to works order

When a safety certificate is due to expire and a new works order is booked (to renew the certificate), a link is created between the expired certificate and the works order

Supplier VAT/GST removed on works order & supplier invoice when not applicable

When VAT/GST has been added to a works order or supplier invoice and the supplier carrying out the works does not charge VAT/GST, the VAT/GST amount will be removed

Power Reports for works orders (property management)

Click this link for guides on works orders reporting

Configuration options (works orders)

Click this link for information on works order-specific configuration options