Work orders are typically used by property managers to manage and track maintenance tasks across their properties. Additionally, the expense of those tasks is many times passed on to the property owner via the monthly owner statement.
Lodgix has an entire subsystem that allows work orders to be created, edited, updated and ultimately closed. The property manager can allocate the expense and assign it to a property owner where the work order expense will be itemized and placed on the owner statement.
To manage work orders, click on Work Orders > List Work Orders
Work Orders Interface
Filter your existing Work Orders by date and/or property
Show or Hide closed work orders
Export the list of Work Orders to Excel
Add a New Work Order
Add Work Order Interface
Tabbed interface to easily create, assign and track materials / expenses comprising the work order.
Assign Work Order to Employees, Vendors or the Owner
Work orders can be assigned to multiple entities for completion and those entities (maintenance personnel, vendors, owners, etc..) can be emailed a notification that a work order has been assigned to them.
Recurring Work Orders
Select the Recurring Work Orders tab
Click the +Add Recurring Work Order button
How Recurring Work Orders Function
Think of the recurring work orders as a template by which individual work orders are automatically generated. Each time a recurring work order is recorded, it will show up as a single work order in the work order list and can be edited, deleted, etc.
If a new recurring work order is entered, and if the start date for the work order includes today's date, that work order will be immediately generated. If you don't want that, then the start date will need to be set to a later date.
Important!
Recurring work order cannot be generated for dates in the past.
Recurring work order will not show on any reporting until they are generated. For example, if you create a template to generate a work order monthly, that work order will not show on any reporting for future dates until the single work order has been generated according to your settings.
Work Order Overview Video