Work Orders
A work order is a single maintenance job, whether a leaky faucet, an annual furnace service, or a unit turnover. It captures the work, who's doing it, and how it's progressing, all in one place.
What a work order is
A work order represents one piece of maintenance work from start to finish. Each one records what needs doing, where, and for whom, then tracks it through to completion so nothing slips through the cracks.
- A category or type — plumbing, electrical, HVAC, general repair, so jobs are easy to filter and report on.
- One or more tasks — the individual steps that make up the job.
- A location — the property and, where relevant, the specific unit.
- An assignee and status — who's responsible and where the work stands right now.
Creating a work order
Go to Maintenance → Work Orders and choose Create Work Order. The form walks you through everything on one page:
- Describe the job. Give it a title and pick a category or type so it's organized from the start.
- Set the location. Choose the property and the specific unit the work applies to.
- Link related records. Attach the relevant lease, tenant, or the tenant ticket that prompted the job.
- Add tasks. Break the work into individual tasks so progress is visible and nothing is missed.
- Assign it. Choose who's handling the work and set a target date.
- Save. The work order is created and ready to track.
Screenshot coming soon
The work order form showing title, category, property and unit selection, linked lease and ticket, a task list, and an assignee.
Tasks within a work order
A single job often has several steps. Add a task list to a work order and check items off as they're done. This is useful for multi-step jobs like a unit turnover where painting, cleaning, and repairs all need to happen. The overall work order reflects how far along the tasks are.
Assigning and tracking status
Every work order carries a status so you always know what's outstanding versus done: for example open, in progress, on hold, and completed. Assign the job to the right person, then watch the status move as the work advances. The list view lets you filter by status, category, property, and assignee so you can see exactly what's on your plate today.
Linking to properties, leases & tickets
Work orders don't live in isolation. Connect a work order to a property and unit, to the lease involved, and, when a tenant reported the problem, to the originating ticket. These links build a complete maintenance history for every unit and give tenants a clear trail from their request to the fix.
Templates for recurring jobs
Many maintenance jobs repeat: seasonal furnace servicing, fire-alarm inspections, standard move-out turns. Build a work order template once (with its category and pre-filled task list) and spin up a new, fully-populated work order from it instead of rebuilding the same checklist every time.
Template your repeat jobs
Printing & PDF
Need to hand a job to a contractor or keep a record? Any work order can be printed or downloaded as a PDF straight from the work order page, complete with its tasks, location, and details.
Adjusting defaults
You can tune how work orders behave (categories, numbering, and other defaults) under Settings → Work Order Settings . Setting these up once keeps every new work order consistent with how your team works.