Configure work orders

Summary

Streamline your maintenance tasks effortlessly. Before utilizing the work orders feature in Palace, it's essential to configure it.

This article covers:

Configure work order options

Before you can use the Palace work order system it must be set up in your Palace database.

  • Go to System > Defaults
  • These settings are found under the Work Order report options heading

Work Orders (1).png

Works Order report options

    • Show 'c/-' Disclaimer - Adds a postal address on the bottom of the work order, indicating that the invoice should be sent to your company but with Care of to show that you have ordered and paid on behalf of the owner, we suggest selecting the office address option

    • Include owner details - The owner's name and phone number will appear on the work order

    • Include key details - The key number and any comments you have for keys will appear on the work order

    • Include tenant details - The tenant's name and phone numbers will appear on the work order

    • Include sub-tenant details - The subtenant's name and phone numbers will appear on the work order

    • Include letterhead - If emailed, the letterhead will appear on the PDF work order document

    • Include disbursement - If you have a disbursement amount entered onto the property edit screen, it will show on the top of the works order

    • When done, click Save changes

What’s next

Once you have configured your work order options you may want to know more about using work order in Palace. Please see the following webinar:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.