Work Orders and Work Processes

Course Overview

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Work Orders and Custom Work Processes. Taught in a one-on-one web based format, the course is designed to enable clients to set up work order groups, work orders, inspections, log calls, create custom checklists, and print work orders for vendors.

Course Outline

Setting Up Work Order Preferences

• Creating Work Order Groups
• Editing Work Orders
• Importing and Exporting Work Order Groups

Inspections

• Creating a New Inspection
• Completing Inspection Information
• Completing Details
• Viewing History
• Adding Media and Transactions

Call Logging

• Creating a Call Log
• Completing Call Log Information
• Completing Call Log Details
• Viewing History
• Adding Media and Transactions

Work Orders and Checklists

• Creating a Work Order
• Completing Work Order Information
• Completing Details
• Viewing History
• Adding Media and Transactions
• Creating, Updating and Deleting Checklists
• Defining Repeated Work Orders
• Adding Related/Unrelated Call Logs, Work Orders, and Inspections

Printing Work Orders and Merlins

• Printing Work Orders for Vendors, Tenants, Owners, or Others
• Modifying Work Orders Merlin to Create Custom Reports
• Defining Directions to Print on Work Orders for Vendors

Course ID: SvcWeb21

This Intermediate Training Course provides clients with an understanding of core PropertyBoss concepts and features related to Work Orders and Custom Work Processes. Taught in a one-on-one web based format, the course is designed to enable clients to set up work order groups, work orders, inspections, log calls, create custom checklists, and print work orders for vendors.