Create a work order

Summary

Learn how to create work orders in Palace.

This article covers:


Create a work order

To use this feature in Palace, you must first configure work order options.

  • Go to Property > Current properties
  • Search for the property address
  • Click on the drop-down button next to Edit
  • Click on Works order

Property-current_properties-edit-work_order.png

  • Click on Create New on the top right-hand corner of the screen

Property-current_properties-edit-work_order-create.png

  • Select the Agent
  • Select the Supplier
  • Select the Action

Note: Never select work invoiced from this list as it will override the invoice procedure, making Palace assume the job has already been invoiced.

  • Scheduled - Normally this is today's date, however, you can use this date to future-date this job and use the scheduled maintenance report to show your jobs scheduled for a future date
  • Estimated Cost - Set an estimated cost. If you enter an amount here the keepback estimated cost option should ideally be set to yes to create a keepback
  • Keep back Estimated Cost - If yes is enabled, another field will appear asking for a reason for the keep back. This will show on the property edit screen and will alert you when you pay the invoice. (This money will be kept back on any owner payments for this owner)
  • Description - Type comments and instructions for the supplier (Tradesperson). This field must not be left blank
  • Notes - Notes do not show on the work order. This is for your internal use only, i.e., Informing an admin person that the tenant is to be charged

On the bottom right-hand side, you can select various choices:

    • Add smoke alarm attachment - This is the certification that you might have attached to the property health and safety screen
    • Add insulation attachment - This is the certification that you might have attached to the property health and safety screen
    • Add Hazard default/comments - These are hazards for this property that you have recorded in the property health and safety screen
  • Click on Save & close
  • To preview, send as an email or SMS, click on More
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