Comprehensive Work Order Guide (New Experience)

Below is the list of the help guides for Latchel’s new work order design:

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Service Provider Section

• How to Add or Update Service Provider Instructions on a Work Order (New Experience)

• How to Assign and Reassign Service Providers on Work Orders (New Experience)

• How to Change the Service Provider on a Work Order (New Experience)

• How to Enable Service Provider Locked-In on a Work Order (New Experience)

• How to Provide Permission for Service Provider to Access Property for a Work Order (New Experience)

• How to Resend the Work Order Details to the Service Provider

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Tasks

• How to Complete a Task (New Experience)

• How to Create a Task (New Experience)

• How to Defer a Task (New Experience)

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Submitting a New Work Order

• How to Submit a New Work Order

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Work Order Status Management

• How to Update the Work Order Status (i.e. to Scheduling, Pending, Completed, Canceled) - (New Experience)

• Work Order Status Definitions (Maintenance Page Overview) (New Experience)

• How to Place a Work Order On Hold (New Experience)

• How to Cancel a Work Order (New Experience)

• How to Reopen a Work Order (New Experience)

• How to Take Action When a Work Order Is Pending (New Experience)

• How to Set Work Order Appointments (New Experience)

• How to Change the Severity Settings on a Work Order

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Managing Files and Work Order History

• How to Access & Read Call Logs (New Experience)

• How to Add a Special Note to a Work Order (New Experience)

• How to Add Invoices (New Experience)

• How to Download a Work Order History (New Experience)

• How to Download a Work Order Invoice (New Experience)

• How to Download or Manage Files from Work Orders (New Experience)

• How to Export All Work Orders (New Experience)

• How to Upload Files to a Work Order for Property Manager (New Experience)

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Work Order Details

• How to Update a Work Order Title (New Experience)

• How to Change a Work Order Number (New Experience)

• How to Change the Primary Resident on a Work Order (New Experience)

• How to Change the Property on a Work Order (New Experience)

• How to Update the Resident’s Availability

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Work Order Notification Group

• How to Change the User Notification Group via Work Order (New Experience)

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Budget Limit

• How to Update the Approved Budget on an Active Work Order (New Experience)

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Work Order Skill

• How to Update the Skill Required on a Work Order (New Experience)

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Problem/Location Settings

• ​​​​​​​​​​​​​​How to Add a New Problem/Location Setting From the Work Order Page (New Experience)

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Additional Information Section

• How to Set a Work Order as Mandatory (New Experience)

• How to View Resident Work Order Links (New Experience)