Recurring Work Orders
A quick guide for property managers on how to automate and manage repetitive maintenance using Latchel’s recurring work order system.
Already have recurring work orders set up with Latchel? Recurring work orders that our team set up for you through the previous request form will be moved into your Recurring Work Orders page by Latchel. You don’t need to submit them again.
Creating a New Recurring Work Order
There are three ways to create a recurring work order. Each one asks for the same schedule details (see Setting the Schedule and Details below).Option 1 — From the Recurring Work Orders Page
Go to Recurring Work Orders
From your dashboard, go to the Maintenance tab and select Recurring Work Orders.
Create the work order and select the property
Create a new recurring work order, then search for and select the property where the work needs to be done. Describe the work, then set the schedule and details.
Option 2 — From an Existing Work Order
Any work order can be turned into a recurring one. Open the work order and click Make Recurring.
Option 3 — While Creating a New Work Order
Anywhere in Latchel where you can create a work order, you’ll see the option to Repeat this work order on a schedule. Select it, complete the work order as usual, and set the schedule and details.Setting the Schedule and Details
Choose the frequency
Frequency — Choose how often the work order should repeat.
Choose the start date
Start Date — Choose when the series should begin.
Add an end date
End Date (optional) — Add a stop date if the work should only repeat for a set period. Leave it blank to keep the series going.
Select a service provider
Service Provider (optional) — If you always want the same vendor to complete this work, select them here and they’ll be assigned to every work order in the series.
Choose resident coordination
Requires coordination with resident — Choose whether Latchel needs to coordinate with the resident:
- Selected: The resident will be notified and asked for their availability. Use this for work that requires entering the home, like HVAC maintenance.
- Not selected: The work order is treated as having permission to enter. Use this for work that doesn’t require entering the home, like mowing or pool treatments.
How the Series Works
- The next work order in the series is created once the current one is completed.
- When you open a recurring work order from the Recurring Work Orders page, you’ll see the next work order in the series and a list of the work orders created so far.
- Work orders that belong to a series show a Recurring Work Order indicator on the work order page, so you can easily tell them apart from one-time jobs.
- Recurring work orders created from an existing work order show which work order they were started from.
Pausing and Resuming a Recurring Work Order
From the Maintenance tab, open Recurring Work Orders to see all of your recurring work orders.- To pause a recurring work order, select Pause. No new work orders will be created while it’s paused.
- To resume a paused recurring work order, find it in your paused list and select Resume.
