TaskActions
Open Work Order Request

Create a new task through one of the work order groups or in the particular level (property, unit, lease, etc.)

  • Click New in correct Work Order Group
  • Fill in short description, status, type and all applicable information
Assign Work Order

Assign task to either a PropertyBoss user or a vendor (internal/external)

  • Assign work order to vendor/internal maintenance
Enter Description 

Enter appropriate information for long description

  • Enter the Long Description information
  • Enter directly in text box (enters text only)
  • Use ‘Add Comment’ (enters text and time/date/user with comment)
Assign Account

Assign task to appropriate level within the database

  • Assign to correct PropertyBoss account (property, unit, lease, etc.)
  • Will be tied to that account for tracking purposes on the notebook for that level
Enter Details

Enter details for the task that are required or for tracking specific information

  • Create and track work order groups specific details
  • Maintain detail fields in Setup Preferences -> Work Orders -> Details
Verify Information

Verify information associated with the vendor and tenant assigned to the task

  • Verify tenant, vendor and history information
  • Add information for warranty, requested by, and other pertinent information
Attach Media

Attach related media related to the task to provide documentation

  • Add applicable media to the work order
  • Add pictures of damage, invoices, emails or other related documents
Enter Transactions

Attach related transactions

  • Add transactions on the appropriate account
    1. Will show on the appropriate register and have a link to the work order
  • Property/Unit: Transactions found in the Property/Unit transaction set
  • Lease: Transactions available in the Lease/Prospect transaction set
Enter Updates or Close Work Order

Enter status updates, new description information and details or close the task and enter completion information

  • Add comments to the long description area, change the status as it progresses through creation to completion
  • Add related work orders, unrelated work orders or relate and initiating call to a new work order
  • Close task when work has been completed and enter comments