Work Orders

How It Works

The system can automatically dispatch vendors based on the issue, coordinate scheduling between the tenant and vendor, send reminders to all parties before the appointment, and get approval from the owner if needed.

01

Vendor Assigning and Scheduling

It handles communication between the tenant and vendor to schedule the service appointment and tracks every step.

02

Reminders to both parties 

Never have a vendor miss an appointment or get stood up again. Have multiple reminders go out to both the tenant and vendor the day before and the morning of.

03

Get approval from owners

Can’t spend over a certain amount without approval? The vendor can enter the information which gets turned into an email to the owner asking for approval which the owner can easily do with one click. Once approved, the vendor is notified to reschedule.

Trigger: A form submitted by tenant or date based if recurring

A tenant submits a request online and a new work order is created and the workflow process is activated. A confirmation email can automatically be sent to the tenant and a vendor is automatically assigned based on your rules.

If the first vendor declines or doesn’t accept the work within a certain period of time then it can automatically be canceled with that vendor and assigned to a new one.

After the vendor accepts

Once a vendor accept then he or she is given the option to schedule based on the availability the tenant put in the original request.

Once the vendor picks a date and time, the work order status is automatically changed to “scheduled” and the tenant is sent a confirmation email with the information.

Various reminder emails and/or texts can also be sent at various times like an email the day before and a text the morning of.

The service appointment

At or after the appointment, the vendor can indicate whether or not the repair was done. If it is done, the vendor can mark it complete which is recorded for tracking metrics and a follow-up campaign for the invoice can automatically start.

If it was not done, the software can collect information about why it was not done and if the repair needs to be approved by the property manager or owner then emails or texts can be sent to either both asking for approval. If the repair is approved then the scheduling workflow with the same vendor can kick-off and they can repeat the process to schedule another appointment.

User Review

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Mr Jhon Smith

Product Designer

“If you don’t use the information you’re asking for, you’re wasting your customer’s time. Youwasting yours.Lorem Ipsum is simply dummy text of the printing and typesetting Lorem Ipsum has been the industry’s standard dummy text ever 1500s
Mrs William henry

UI/ UX Designer

“If you don’t use the information you’re asking for, you’re wasting your customer’s time. Youwasting yours.Lorem Ipsum is simply dummy text of the printing and typesetting Lorem Ipsum has been the industry’s standard dummy text ever 1500s
Mr Jhon Smith

Product Designer

“If you don’t use the information you’re asking for, you’re wasting your customer’s time. Youwasting yours.Lorem Ipsum is simply dummy text of the printing and typesetting Lorem Ipsum has been the industry’s standard dummy text ever 1500s