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

Report on works orders

Reports can be run on works orders

Configuration options (works orders)

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