Create a Work Order
Routine maintenance, emergency repairs, and everything in-between -- your Rentec Direct landlord software can help you manage that important aspect of your rental business.
How to Create a Work Order
Creating and tracking maintenance and repair work orders for your properties is easy with these instructions.
In your Rentec Direct account:
- Click Properties
- Right-click a property and select Work orders
- Click the New Work order button
- 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
- Click Create Work order when finished
Once you have saved this work order, you will see a wrench icon appear next to the property name, indicating you have an open work order.
Automatic Work order Status Email Notification
There are many ways to customize setting options for sending and receiving work order emails depending on the sender and recipient.
Tenants
Tenants portals are automatically set to have the option to submit work orders and the program is also set to send an email to the account administrator's email on file in Your Contact Information in Settings.
Tenants portals are automatically set to have the option to submit work orders and the program is also set to send an email to the account administrator's email on file in Your Contact Information in Settings.
When a work order is completed that was submitted by a tenant, they will automatically receive an email letting them know the work order is closed.
To disable the Tenant Portal work order options follow these instructions.
In your Rentec Direct account:
- Click Settings
- Click Program Defaults
- Under Portal Settings, choose NO
Note: These are automatically set to YES unless you manually edit these options.
- Click Save Changes when finished.
Owners
Owners also have automatic access to view work orders attached to their properties in their Owner Portal. You can disable this using the steps above.
Printing and Emailing Work orders
If you wish to print or email Work orders while viewing:
- Click on the "Print/Email Work Ticket" link at the top of the Work order
- In the upper right corner, you will have the option to print as CSV or PDF
- To email, click on the envelope
- Quick links with emails for Vendor, Property Manager as well as Maintenance Manager and Owner for PM clients can be used or manually enter an email address
- Click the links at the bottom if you'd like to include files or send a copy to yourself
- When finished select Send Email
