Create a Work Order

Routine maintenance, emergency repairs, and everything in-between -- your Rentec Direct property management software can help you manage that important aspect of your rental business. 

How to Create a Work Order

Creating a maintenance or repair work order is an essential part of managing properties. 

The following steps will walk you through creating a new Work order. 

In your Rentec Direct account: 

1. Click Properties
2. Right-click a property and select Work orders 
3. Click the New Work order button
4. From this screen, you are able to enter in the details of the work to be done, expense for this repair, set a priority status, assign it to a vendor, and more   
5. Click Create Work order when finished 

Note: Once a Work order is saved you can easily identify properties with open Work orders when you click on Properties, there will be a wrench next to the Property Nickname or click on Open Work Orders on the Summary tab.

Important Note: The description field will allow up to 45 characters

How Tenants and Co-Tenants Create Work Orders

1. Click Repairs
2. Report an Issue
3. Enter a Description and Details
4. Indicate if they give permission to enter
5. Upload photos

Note: Using the dropdown next to the search filter, tenants can also view open, closed, assigned, and unassigned status Work orders they've submitted.

System Notes: 

• When a Work order has been created by a tenant an email will be sent out. For Rentec Pro clients, the email will be sent to the administrator's email on file in Your Contact Information found in Settings. For Rentec PM clients, the email will be sent to the assigned Maintenance Manager .
• When a Work order has been complete, the tenant will automatically receive an email letting them know.

Disabling Access for Tenants to Submit Work Orders

There may be times when tenants will not need access to create Work orders.

1. Click Settings
2. Click Program Defaults
3. Under Portal Settings, change Tenant Portal: Allow residents to see and create workorders? to NO
   
   
4. Save Changes

Owner Access - For Rentec PM Accounts

While property owners cannot create a work order, by Default they will have access to view work orders attached to their properties through their Owner Portal.

If you choose to turn off the access, the following steps will walk you through changing the settings.

In your Rentec Direct account:

1. Click Settings
2. Click Program Defaults
3. Under Portal Settings, change  Owner Portal: Allow owners to view workorders? to NO
4. Save Changes

Printing and Emailing Work orders

If you would like to print or email Work orders while viewing:

1. Click on the Print/Email Work Ticket link at the top of the Work order
2. In the upper right corner, you will have the option to click on links to print as CSV or PDF as well as an envelope to email the Work order
3. To email, click on the envelope
4. Quick links to include Owner, Vendor, Property Manager as well as Maintenance Manager can be selected
5. Click the links at the bottom if you'd like to include files or send a copy to yourself
6. When finished select Send Email