There are times when tenants need to be charged for services that are provided for them: after hours HVAC, a new building access card for employees, custom light bulb replacement, etc.. To accomplish this work orders need to be made billable. Once billable work orders are closed tenants can be invoiced. Billable work order basics […]
Category: Maintenance Staff
Adding Labor and Materials?
Whether a work order is billable or not, there are times when you want to add labor and/or materials to a work order. Doing so is really easy. To the right of the Activity tab, which is the default tab for all notes and conversations, are the labor and materials tabs. See the screenshot, below. […]
Closing a Work Order?
At some point you’ll need to close a work order. Doing so is super simple. From within a work order, under the Activity tab, is an action bar. Close is one of the options. Click the Close button and enter in your closing note when the closing note pops up. Click Submit when you’re done. […]
Setting up Problem Types
Problem Types are integral to every work order. They represent the categories of work for all requests that come into the system. You can customize them to be anything that you want. For example, you can have a generic problem type called, HVAC, for tenants to use when they have issues with their suites being […]
Setting up SLA Policies
Service Level Agreement (SLA) Policies are the urgencies used in work orders. They establish the due dates and times when issues are submitted. There are four urgency levels in Easyworkorder: Low Medium High Urgent When work orders are created, users select what the urgency level of the request is. For example, a broken window in […]
Setting up Buildings & Occupants
Buildings are the base entities that all work orders flow in to Easyworkorder for. Whether requests are for interior or exterior common areas, specific occupants, or for equipment, a building must be setup first. Depending on the version of Easyworkorder that you’ve signed up for, you can add commercial buildings, residential buildings, or a mix […]
Setting up Employees
Employees are another integral group within your setup. Once they are setup your staff can begin responding to and resolving maintenance requests. Adding employees in Easyworkorder is simple and straight forward. Part of the setup includes establishing which buildings they have access to and which problem types they should work on, as well. This last […]
Setting up Equipment
Adding Equipment
Setting up Vendors
Vendors can be an important part of your business. Some companies have in-house staff that handles almost all of the maintenance for their properties. Others do not. To the extent that you send work to vendors, Easyworkorder makes it easy and efficient to do so from within a work order. In order to send work […]
Scheduling Equipment PM
There are two ways to schedule equipment PM in Easyworkorder. Both are covered in the following How-to videos. Select the one you want, below.