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How can we improve Property Tree?

'Additional status for repairs to track owner approval' has been merged into this idea

Property Tree: Inspections and Maintenance

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Status updates on Work Orders

Work orders should have "Status Updates" on work orders. Such as Quote Requested, Waiting on Approval, Work Order sent, Completed, Rejected, Hold, Owner Attending.

This will make it easier when following up on work orders where the job is currently at.

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Kylie McNally shared this idea  ·   ·  Report…  ·  Admin →
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  • Noune Harutyunyan commented  ·   ·  Report

    It is absolutely essential for Property Managers to have the ability to change the creditor, as re-entering the job manually is both time-consuming and frustrating when a creditor needs to be updated.

    Moreover, it would be highly beneficial for this action to be recorded in the creditor history, property history, or relevant system log—including details on who declined the job. This information is important to track when the original work order was replaced and to provide transparency on why the maintenance process is taking the set time to complete.

  • Marlee Garwood commented  ·   ·  Report

    Totally agree with the comments - we need a 'quote received, awaiting owner approval' - it should be automatically changed to his when you attach the quote. Could also get rid of 'owner attending' we would just cancel the job if that were the case, as the owner is not a creditor. Also 100% need to be able to change the creditor, it's so frustrating having to re-enter the job when someone says they can't do it.

  • Reeanna Cox commented  ·   ·  Report

    Once a job has been completed by a trade, we should have the option under status to select "completed, awaiting invoice" or if the job is in process change the status to "In process". Easier way to keep track of maintenance.
    You should also be able to filter jobs by trade suppliers, so when following up maintenance, you can do it by trade supplier.

  • Megan Herman commented  ·   ·  Report

    When sending an owner request for approval for a work order something needs to be showing on the screen so it looks like something has been done with it rather than just sitting there looking like you have forgotten to send it to someone.
    where it says owner attending that should say waiting on acceptance from owner.. we should also be able to change creditors when an actioned creditor cant do a job rather than cancel the entire work order and start again.

  • Taylor Ford commented  ·   ·  Report

    We would like the option to have a separate stage from quote request to work order where we are awaiting on owner's approval before a quote becomes a work order. We do not want to be chasing creditors for quote requests when we have already received them and we do not want to complete the quote request as it sends a 'cancelled' email to the creditor.