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.
How to Merge a Work Order
Open the work order you want to merge. From the Action dropdown, choose Merge Work Order.
What Happens After a Merge
- Both the Original (parent) and Merged (child) work orders will include job log entries showing:
- When the merge occurred
- Who completed the merge
- Any notes added during the action
- All files from both work orders, with timestamps preserved.
- Previously merged work orders can be found in the Cancelled / Archive section of the Work Orders kanban view.
- Resident who submitted the child work order receives notification that their request has been merged with another.
- The assigned service provider is notified that an additional work order has been merged into their job.
When Can a Work Order Be Merged
A property manager can merge a new work order (child) into an existing one (parent) if:- Both work orders are active at the same property.
- The work orders are non-emergency.
- The new work order doesn’t have a Service Provider assigned.