Comprehensive Work Order Guide (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 (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
• Tasks
  • How to Complete a Task (New Experience)
  • How to Create a Task (New Experience)
  • How to Defer a Task (New Experience)
• Submitting a New Work Order
  • How to Submit a New Work Order
• 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
• 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)
• 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
• Work Order Notification Group
  • How to Change the User Notification Group via Work Order (New Experience)
• Budget Limit
  • How to Update the Approved Budget on an Active Work Order (New Experience)
• Work Order Skill
  • How to Update the Skill Required on a Work Order (New Experience)
• Problem/Location Settings
  • ​​​​​​​​​​​​​​How to Add a New Problem/Location Setting From the Work Order Page (New Experience)
• Additional Information Section
  • How to Set a Work Order as Mandatory (New Experience)
  • How to View Resident Work Order Links (New Experience)