Work Orders

Stages

The board's columns. A stage is a label; the workflow decides when a work order moves.

The workflow, step by step

Every step is a node in the template. Automatic steps run on their own. The highlighted ones park the work order until a person acts.

1. 1Trigger
   Repair reportedA tenant emails, or a manager logs the job.
2. 2Automatic
   Confirm to tenantTell whoever reported it that the job is logged.
3. 3Checklist
   Choose the contractorContractor added in ContactsDone → step 4
4. 4Branch
   Emergency?Emergencies skip the quote and go straight to a contractor.Emergency → step 8 · Routine → step 5
5. 5Automatic
   Ask contractor to quoteThe normal path: price it before committing.
6. 6Wait
   Wait for the quoteParks until the contractor replies; chases if they don't.Reply → step 7 · No reply in 48 hours → step 14
7. 7Approval
   Owner approves the spendA human decision, with the quote in front of them.Approved → step 8 · Rejected → step 13
8. 8Automatic
   Book the contractorWhere the emergency path rejoins the spine.
9. 9Automatic
   Mark in progressStage set to In Progress.
10. 10Checklist
    Close-out checksThe manager ticks these off before the job is closed.Done → step 11
11. 11Automatic
    Tell the tenant it's doneEmail to the reported by: Repair complete: Title.
12. 12Resolve
    Close the work orderStage set to Complete.
13. 13Automatic
    Tell the tenant it's on holdDeclined quotes still need a person told.
14. 14Automatic
    Chase the contractorTimeout path. Nobody has to remember to follow up.

Automatic runs on its ownChecklist · Approval a personBranch a rule decides

What every work order carries

Fields, the people involved, and one of the emails the workflow sends. Change any of it after you create the workspace.

Hi,

We've logged your repair request: Title.

Property: Property
Issue: Issue
Urgency: Urgency

We'll be in touch to arrange access before anyone attends.

Property Management