A work order needs to be associated with a service request. Please select a property first. After a property selection, all the service requests will be populated and you need to select a service request to create a work order.

Follow the steps below to create a work order or purchase order from a service request:

• Create a work order from a service request:
• Go to Tenant Management > Service Request. 
• Select the Service Request > click Assign. 
• More Action > New Work Order > you can either, Create a Work Order or Skip Creating Work Order.
• Creating a Work Order means you can track the progress, cost etc.
• Skip Creating Work Order means you will assign the WO directly to the vendor.
• In this case, we are selecting, Create Work Order. 
• Select the Vendor. Once you select it, the field will be auto-populated. To Notify the vendor, tick Send email to vendor, Send SMS to the vendor you can also tick Include service request pictures (if any)
• Fill in the Tenant information, add Name, Email, Phone,
• On the Permission to Enter Unit, add the preferred time, Work Description,
• Unit Entry Log, add Attachments (optional), click browse to add an attachment,
• Once done, click ‘Submit’
• If you choose, Skip Creating Work Order > Select Vendor (the vendor’s detail will show automatically, Add a note to the vendor (Tenant will not see the note)
• Notify the vendor about the request by ticking Send an email. Tick, Include Tenant Info (in email)__________
• Create a purchase order from service request:
• Go to Tenant Management > Service Request. 
• Select the Service Request > More Action > Create Purchase Order.
• Select the Supplier or Vendor
• Shipping Method, Terms, Ship VIA, and Delivery Date
• Add Item Name, Unit Price, Qty
• Once done, click ‘Submit’