Transform maintenance needs, service requests, or faults into clear, trackable assignments for your internal technicians or external vendors.
By logging every task here, you ensure that no job falls through the cracks and every repair becomes a permanent part of your building's operational history.
Step-by-Step: Creating a Work Order
① Initiate the Work Order
Quick tap
Tap the "+" icon on the app's bottom bar and select Work Order.
② Enter Work Order Details
2 mins
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Title (Required): Give it a concise, actionable name (e.g., Leaky Faucet in Unit 4B). Limited to 140 characters. Use the comments section later for extra notes.
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Location & Asset: Select the specific location. If the job involves a specific piece of machinery (like a pump or chiller), link the Asset too. This automatically pins the work order to that asset's lifelong "medical record."
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Assigned To: Select the internal technician or external vendor organization responsible for the fix.
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Billing / Cost: If there is a cost involved, select Billable to Estate to ensure it routes through your financial approval workflows and tracks against your budget.
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Due Date: Set a deadline if the task is time-sensitive.
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Attachments: Take or upload a photo of the issue. Visual context saves hours of back-and-forth communication.
What Happens Next?
Once a work order is issued, it moves from a simple ticket into an active, tracked deployment:
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Instant Dispatch: The assigned technician or vendor receives an immediate mobile alert with all the locations, asset details, and photo attachments.
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Real-Time Tracking: You can watch the progress live on your dashboard as the technician updates their status from Enroute to In Progress, and finally to Completed.
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On-Site Verification: When the technician arrives and completes the job, their mobile app captures the exact timestamps and GPS-verified data, giving you absolute proof that the work was done right on the premises.
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Centralized Collaboration: Anyone on the team can drop comments, upload follow-up photos, or log unexpected expenses directly inside the work order thread.
Want to learn how to set up automated recurring schedules for preventive maintenance?
