New Features
- Merge Work Orders
What You Can Do
- Merge a new, non-emergency work order into another open work order at the same property using the “Merge Work Order” option in the Action dropdown.
- Review all fields and details that will be merged before submitting.
- See clear records in the job logs of both the parent (original) and child (merged) work orders, including who merged them and any notes added.
- View previously merged work orders in the Cancelled / Archive section of the Kanban view.
When You Can MergeProperty Managers can merge a new work order (child) into an existing one (parent) if:
- There is another open, non-archived work order at the same property.
- The new work order is not an emergency.
- The new work order does not already have a service provider assigned.
Merge Work Order
Follow this help guide to combine multiple non-emergency work orders at the same property.
- Free upgrade to fully customizable Intake Settings!
- Create flexible, custom emergency rules in plain language to define what should be an emergency, non-emergency or require your approval before dispatching
- Test your rules against any maintenance issue
- Easily create, edit or delete rules based on your desired intake outcome
- Residents enjoy an intuitive intake experience dynamically generated based on your Intake Settings and the specific responses they provide at each step of the flow
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Want to learn more about and how you can access the Intake Settings? Check this article:
- Enhanced File Upload Notifications
- A resident has uploaded images
- Latchel has uploaded images
- A service provider has uploaded images