Acquaint Help Topics
Acquaint Help Topics
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Work Order List

🛠️ Managing Work Orders in Acquaint

Work Orders are used to monitor and manage the progress of maintenance or repair tasks raised against a property. These tasks are assigned to contractors and tracked through completion.

📂 Accessing the Work Order List

You can view the Work Order List in two ways:

  • From the Main tab on the ribbon menu, click the Work Order List icon in the Show group

  • Alternatively, view Work Orders linked to a specific Property or Contact by clicking the Work Orders icon in the Show group of the ribbon

Work Orders are displayed in chronological order and can be filtered by Status and Branch.

📋 Work Order Details Displayed

Each Work Order includes the following information:

  • ID

  • Due Date

  • Days Overdue (for outstanding tasks)

  • Priority

  • Status

  • Subject

  • Reference

  • Property

  • Contractor

  • Notes

⚙️ Menu Functions

The Menu button provides a range of actions:

Function

Description

New

Create a new Work Order

Edit

Modify an existing Work Order

Delete

Remove a Work Order

Email

Generate a PDF copy to email to the contractor

Print

Print a copy of the Work Order

Report

Produce a Work Order List or Chart report

Create New Task

Add a task linked to the selected property

Create New Note

Add a note linked to the selected property

Maintenance Requests

Convert maintenance requests into Work Orders

Find

Search for text within the screen

Export Grid to Excel

Export the list to an Excel spreadsheet

Refresh

Reload the data displayed on screen

Filter Row

Enable/disable filtering to select multiple contacts for bulk actions (Letters, Emails, SMS Texts)

💡You can also right-click anywhere on the Work Orders screen to access these menu options.