> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Comprehensive Work Order Guide

> This collection of help articles is your go-to resource for understanding the full life cycle of a work order in Latchel. These articles are designed to support both day-to-day tasks and more advanced workflows, so your team can stay organized and deliver exceptional service with confidence.

### <Icon icon="camera-movie" iconType="sharp-duotone-solid" color="#ff9b8a" size={25} /> **Video Tutorial: Start from Here!**

<iframe src="https://www.youtube.com/embed/8CgvZXySIxA" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

### **Getting Started with Work Orders**

<Card title="A Property Owner's Guide in Managing Work Orders" icon="book-open-reader" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/A-Property-Owner-s-Guide-in-Managing-Work-Orders">
  A walkthrough to help owners stay in the loop and take action on work orders assigned to their properties.
</Card>

<CardGroup cols={2}>
  <Card title="Overview of Work Order Life Cycle" icon="life-ring" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Overview-of-Work-Order-Life-Cycle">
    Understand how a work order flows from creation to completion, including key statuses and team actions.
  </Card>

  <Card title="The Work Order Page" icon="book-open-cover" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/The-Work-Order-Page">
    A breakdown of everything you can see and do on an individual work order page.
  </Card>

  <Card title="Work Order Status Definitions (Maintenance Page Overview)" icon="chart-bullet" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Work-Order-Status-Definitions-Maintenance-Page-Overview-New-Experience">
    A simple guide to what each work order status means and how it impacts workflow.
  </Card>

  <Card title="How to Submit a New Work Order" icon="box-open" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Submit-a-New-Work-Order">
    Learn how to create and submit a new work order in just a few steps.
  </Card>
</CardGroup>

### **Searching & Filtering**

<Card title="How to Use the Filter Options in the Work Order Tab Page" icon="filter-list" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Use-the-Filter-Options-in-the-Work-Order-Tab-Page">
  Use filters to quickly find work orders by property, status, severity, and more.
</Card>

### **Updating & Managing Work Orders**

<CardGroup cols={2}>
  <Card title="Split Work Order" color="#ff9b8a" icon="split" href="/s/topic/0TO5e000000h9wqGAA/split-work-order-help-guide">
    Learn how to split a work order with multiple issues into separate requests.
  </Card>

  <Card title="Merge Work Orders" color="#ff9b8a" icon="merge" href="/s/topic/0TO5e000000h9wqGAA/Merging-Work-Orders">
    Follow this help guide to combine multiple non-emergency work orders at the same property.
  </Card>

  <Card title="How to Update the Work Order Status (i.e. to Scheduling, Pending, Completed, Canceled)" icon="hourglass-start" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Work-Order-Status-i-e-to-Scheduling-Pending-Completed-Canceled-New-Experience">
    Manually update work order statuses based on progress or new information.
  </Card>

  <Card title="How to Update the Work Order Summary" icon="money-check-pen" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Work-Order-Summary">
    Edit or clarify work order summaries to give your team the right context.
  </Card>

  <Card title="How to Update a Work Order Title" icon="subtitles" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-a-Work-Order-Title-New-Experience">
    Quickly change a work order's title to better reflect the task at hand.
  </Card>

  <Card title="How to Change a Work Order Number" icon="input-numeric" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Change-a-Work-Order-Number-New-Experience">
    Update the work order ID to match internal tracking systems if needed.
  </Card>

  <Card title="How to Change the Service Provider on a Work Order" icon="house-person-return" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Service-Provider-on-a-Work-Order-New-Experience">
    Swap out the service provider handling a work order with a few clicks.
  </Card>

  <Card title="How to Change the Property on a Work Order" icon="house-chimney" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Property-on-a-Work-Order-New-Experience">
    Move a work order to a different property when submitted under the wrong one.
  </Card>

  <Card title="How to Change the Primary Resident on a Work Order" icon="user-check" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Primary-Resident-on-a-Work-Order-New-Experience">
    Assign a different resident to a work order for better communication.
  </Card>

  <Card title="How to Change the Severity Settings on a Work Order" icon="sunset" iconType="duotone" horizontal="false" href="/s/topic/0TO5e000000h9wqGAA/How-to-Change-the-Severity-Settings-on-a-Work-Order">
    Adjust the urgency level of a work order to match the issue’s actual priority.
  </Card>

  <Card title="How to Update the Budget Limit on an Active Work Order" icon="money-bill-trend-up" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Approved-Budget-on-an-Active-Work-Order-New-Experience">
    Edit the approved budget for ongoing work based on new estimates or changes.
  </Card>

  <Card title="How to Approve or Deny an Estimate or a Bid" icon="chart-mixed-up-circle-dollar" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Approve-or-Deny-an-Estimate-or-a-Bid">
    Learn how to review, approve, or deny estimates and bids submitted by service providers within Latchel.
  </Card>

  <Card title="How to Update the Skill Required on a Work Order" color="#ff9b8a" icon="chart-network" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-the-Skill-Required-on-a-Work-Order-New-Experience">
    Adjust the required skill to ensure the right type of service provider is assigned.
  </Card>
</CardGroup>

### **Controlling Work Order Flow & Permission**

<CardGroup cols={2}>
  <Card title="How to Place a Work Order On Hold" icon="circle-pause" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Place-a-Work-Order-On-Hold-New-Experience">
    Pause work orders that need to wait without canceling them.
  </Card>

  <Card title="Updating Work Order on Waiting For Materials Status" icon="stopwatch" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Set-Work-Order-Appointments-New-Experience">
    Track work orders waiting on parts or materials with this status update.
  </Card>

  <Card title="How to Take Action When a Work Order Is Pending" icon="right-long-to-line" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Take-Action-When-a-Work-Order-Is-Pending-New-Experience">
    Know what to check and how to move pending work orders forward.
  </Card>

  <Card title="How to Update Status of Work Orders on Waiting for PM" icon="user-clock" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Update-Status-of-Work-Orders-on-Waiting-for-PM">
    Take the next steps when a work order is paused for property manager input.
  </Card>

  <Card title="How to Enable Service Provider Locked-In on a Work Order" icon="shield-keyhole" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Enable-Service-Provider-Locked-In-on-a-Work-Order-New-Experience">
    Prevent a provider from being changed once locked into a job.
  </Card>

  <Card title="How to Set a Work Order as Mandatory" icon="building-lock" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Set-a-Work-Order-as-Mandatory-New-Experience">
    Prevent residents from canceling critical work orders by marking them as mandatory.
  </Card>

  <Card title="How to Add a New Problem/Location Setting From the Work Order Page" icon="location-check" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-New-Problem-Location-Setting-From-the-Work-Order-Page-New-Experience">
    Add a new issue type or location tag directly from an open work order.
  </Card>

  <Card title="How to Provide Permission for Service Provider to Access Property for a Work Order" icon="universal-access" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Provide-Permission-for-Service-Provider-to-Access-Property-for-a-Work-Order-New-Experience">
    Indicate when service providers can enter properties without a resident present.
  </Card>
</CardGroup>

### **Duplicate, Recall & Reopen**

<CardGroup cols={2}>
  <Card title="Duplicate vs. Recall Work Order: Know their Difference" icon="check-double" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/Duplicate-vs-Recall-Work-Order-Know-their-Difference">
    Understand how duplicates and recall orders differ and when each is used.
  </Card>

  <Card title="How to Approve or Deny a Duplicate Work Order" icon="thumbs-up" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Approve-or-Deny-a-Duplicate-Work-Order">
    Review and act on flagged duplicates to avoid redundant work.
  </Card>

  <Card title="How to Reopen a Work Order" icon="folder-open" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Reopen-a-Work-Order-New-Experience">
    Reopen a previously closed work order when additional action is needed.
  </Card>
</CardGroup>

### **Canceling & Resending**

<CardGroup cols={2}>
  <Card title="How to Cancel a Work Order" icon="circle-xmark" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Cancel-a-Work-Order-New-Experience">
    Cancel a work order when it’s no longer needed or was submitted in error.
  </Card>

  <Card title="How to Resend the Work Order Details to the Service Provider" icon="hexagon-check" iconType="duotone" horizontal href="/s/topic/0TO5e000000h9wqGAA/How-to-Resend-the-Work-Order-Details-to-the-Service-Provider">
    Resend job details if a provider needs a reminder or didn’t receive them.
  </Card>
</CardGroup>
