Work Order Management
Comprehensive Work Order Guide
Take a quick tour of the new experience:
Below is the list of the help guides for Latchel’s new work order design:
Service Provider Section
- How to Add or Update Service Provider Instructions on a Work Order
- How to Assign and Reassign Service Providers on Work Orders
- How to Change the Service Provider on a Work Order
- How to Enable Service Provider Locked-In on a Work Order
- How to Provide Permission for Service Provider to Access Property for a Work Order
- How to Resend the Work Order Details to the Service Provider
Tasks
Submitting a New Work Order
Work Order Status Management
- How to Update the Work Order Status (i.e. to Scheduling, Pending, Completed, Canceled)
- Work Order Status Definitions (Maintenance Page Overview)
- How to Place a Work Order On Hold
- How to Cancel a Work Order
- How to Reopen a Work Order
- How to Take Action When a Work Order Is Pending
- How to Set Work Order Appointments
- How to Change the Severity Settings on a Work Order
Managing Files and Work Order History
- How to Access & Read Call Logs
- How to Add a Special Note to a Work Order
- How to Add Invoices
- How to Download a Work Order History
- How to Download a Work Order Invoice
- How to Download or Manage Files from Work Orders
- How to Export All Work Orders
- How to Upload Files to a Work Order for Property Manager
Work Order Details
- How to Update a Work Order Title
- How to Change a Work Order Number
- How to Change the Primary Resident on a Work Order
- How to Change the Property on a Work Order
- How to Update the Resident’s Availability