Property: Begin writing the address and it will show the addresses that match.
Tenant: Once you select the property the tenant's details will be filled in automatically.
You can also select 'not required' to exclude the tenant from the job, the trade will also not receive the tenant's contact details.
Can set a vacate date when adding a tenant to the property (Tenancy Period)
Job Title: Add a meaningful title for the maintenance.
Job Description: Description of the issue that requires maintenance attention.
Attachments: If you have any photos or videos, you can drag and drop a file into the box.
You will be prompted with a preview of the job with the details and you can edit the details such as Title, Description, Address, Service, Job Budget, Attachments, Job Payer, Tenant, Owner.
Insights: You will be prompted with the suggested average cost for the job and the average time to complete the job.
Maintenance Type: You can select whether the maintenance request is paid or warranty.
Recurrence: If this maintenance request is a recurring job, such as monthly pool cleaning or garden maintenance you can define the required recurring period. Each month a work order will automatically be sent to the trade.
Priority: Priority will be set to normal if it is not urgent.
Key Collection: Select how the trade can access the property.
Note for the job: The property manager can add a note for the property, by default these are internal notes unless the private option is unticked then the owner, tenant and trade will see the note.
Note for the trade: Only the trade will have visibility to see the note that is added in this section.
After the invited trade, you will be taken to a screen with the below 3 options. In this article, we will be showing you how to send a work order.
Any trades that are registered with your agency and a list of B+A registered trades who provide the service you selected in the job type will appear in the section.
If your trade is not appearing you can select "Include trades from all suburbs". When a trade sets up its profile they select suburbs they work in and a surrounding radius.
By selecting this option you will see any relevant trades regardless of their radius options.
"Include pending invitation trades" allows you to send work orders or quote requests to trades who have been invited onto the platform but have not yet registered. The trade will receive the notification however won't be able to view the job until they've registered. (Trade paying accounts only)
Initial Payment: If an initial payment requires to be defined for the work order, the pm can define the payment amount.
When all the information is added it's time to submit.
There are 2 options you could execute,
Post this job now: This sends the work order directly to the trade or strata/external user. The request will be moved to the “Unscheduled" category.
Save as Draft: If you need to make any changes but don't want to complete the request, you can save it as a draft and come back to it at a point later in time.