Creating work orders

Log into Propertyware 👉👉

Click the maintenance icon

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Click on new work order👆

Click on the attach location icon 👈

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In the location field enter the address for the work order. Click the checkbox on the left, then select the

done icon.

Remember the publish to tenant and owner portal boxes MUST be checked with all work orders like

so.

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To select what type of work order your building click on service request. Then select the correct

type of request for your work order.

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Under category be sure you enter what kind of

vendor you are assigning to the work order. If you can't find the appropriate vendor

click new to add it in the list.👈 2

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1.Under the estimated time the work order will take.

2.Under date enter date the work order starts and ends.

3. enter the description

made by the tenant. This is so the vendor has an idea

what he is going to do.1 👈👈2

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Scroll down to bottom right and enter the

vendor click the vendor icon

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When attaching a vendor

1.pick the first letter of the first name of the

vendor. 2. Here we wanted

"Happy Vendor" so we selected H then clicked

the check box to select the vendor

3. Last click the save icon.

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👆Now that the vendor is in

you can click the mail merge icon

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👈 2To select template press the grey square to open

the list of work order styles you MUST select

Work Order- Classic Propertyware Style (W/

full address)

1👆Remember to click the Attach to work order

icon. This will attach the work order to the

building portfolio under work orders. Now click the email this document

icon.

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To add vendor's email click 0 items icon.

Now you can see the vendor you selected. Click the address to highlight. Now click done to exit.

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👆 Once the vendors email is visible you can click the

<<To icon to add the address destination for

your email.

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1👇 To select the email template click choose one to open the list you should

select Vendor- work order for all work orders.

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Now click the send icon at the bottom to send your

email out. And your done.