Work Order List

Work Orders are used to track the progress of work / maintenance raised against a Property which will be actioned by a Contractor.

The Work Order List is accessed from the Main tab of the ribbon menu by clicking on the Work Order List icon in the Show group.  A Work Order list can be viewed against a property or contact by clicking on the Work Orders icon on the Show group of the ribbon.

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

The following information is displayed:

• ID

• Due Date

• Days Overdue (for Outstanding Work Orders)

• Priority

• Status

• Subject

• Reference

• Property

• Contractor

• Notes

The Menu button provides the following functions:

• New button - adds a new Work Order 

• Edit button - edits an existing Work Order

• Delete button - deletes an existing Work Order

• Email - produces a .PDF copy of the work order to email to the Contractor

• Print button - prints a copy of the Work Order

• Report button - produces a Work Orders list report or Work Orders Chart report

• Create New Task - raise a new Task against the Property selected

• Create New Note - raise a new Note against the Property selected

• Maintenance Requests - process maintenance requests and convert them into Work Orders

• Find - finds text on the screen

• Export grid to Excel - exports the data to an Excel spreadsheet

• Refresh - refreshes the data shown on screen

• Filter Row - this will enable/disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.

Right-clicking anywhere on the Work Orders screen will display the Menu options.