Overview
A Work Order is a job you assign to a vendor, whether it originates from a tenant request or comes up internally. You can create and manage Work Orders from Properties, Units, Leases, Tenants, Owners, Prospects, or Vendors — each section has its own Tasks tab.
Note: Creating Work Orders is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
Walkthrough Video
Create a New Work Order Walkthrough Video Link.
The Steps
To create a new work order, click Create New at the top of the main menu. Then under the Tasks & Maintenance section, click Work Order.
On the New Work Order window, fill in the following fields:
Select Vendor: Use this button to connect the work order to a vendor.
Due Date: An optional field used to help remind you and your users of deadlines. You can even sort the work order page by due date to help you organize and prioritize.
Subject: A required field used to summarize the work order.
Work Description: An optional field used to expand on the work order.
One Time Work Order: Keep this selected unless you actually want to create a recurring work order.
Status: Also a sortable field on the work order page, set the status to track the progress of your work order. (The default status is Not Started.)
Priority: Set an optional priority of Low, Medium, or High for sorting purposes on the work order page.
Assignees: Assign one or more users to take charge of the work order.
Share Work Orders: Select the optional checkboxs to Email Assignee(s), and/or Email Vendor if you want them to receive email notifications for updates to this work order.
Access to Property: Toggle this on if there are special instructions for accessing the property.
Approved By Owner: toggle on to note that the owner has already approved the work.
Parts And Labor: Toggle on and use the link to Add Line Item to track costs so you can easily create the necessary expenses for the property later. When it's time to create a bill, you can do so by clicking Save & Create Bill at the bottom right corner.
Related To: An optional field, choose a property and unit related to the recurring work order. The created work orders will show up on the Tasks tab of the property you choose.
Preview Email: This section can not be edited, but you can view exactly what the email looks like for the assignee and the vendor.
You can also upload any necessary files.
Click Save when complete or click Save & Create Bill if you also want to create a corresponding bill with this work order.
Now that you’ve created the work order, DoorLoop returns you to the Tasks page. You can click on the work order in the task list to see the overview, post updates, and edit or complete the work order. To learn more about reviewing and editing work orders, check out the article for that here.
Once saved, you can click on the work order in your task list to view its overview, post updates, or edit and complete it.