← User Guides

Work Orders

assignment

Work Orders

Create, assign, track, and close work orders to keep your properties running smoothly.

Creating a Work Order

Work orders are the primary way to track tasks, repairs, and requests across your properties.

  1. Go to Work Orders and tap the + button
  2. Select the property and optionally a specific room
  3. Enter a clear title (e.g., "Leaking faucet in bathroom")
  4. Add a detailed description of the issue
  5. Set the priority: Low, Normal, High, or Urgent
  6. Optionally attach one or more photos
  7. Tap Create
Screenshot of the work order creation form with title, description, priority selector, and photo attachment button

Assigning Work Orders

Assign a work order to a specific team member so they receive a push notification and can begin working on it.

  1. Open an unassigned work order
  2. Tap the Assign button
  3. Select a team member from the list (filtered by property access)
  4. The assignee receives a push notification immediately
Screenshot of the assignee selection sheet showing team member names and roles

lightbulbTip

You can reassign a work order at any time by opening it and tapping the current assignee's name.

Status Flow

Every work order follows a clear lifecycle from creation to completion.

Open arrow_forward Claimed arrow_forward In Progress arrow_forward Needs Parts arrow_forward Completed arrow_forward Verified
Status Meaning Who Transitions
Open Work order created, awaiting action Creator
Claimed A technician has claimed the work order and will begin shortly Assignee
In Progress Assignee is actively working on it Assignee
Needs Parts Work is on hold waiting for parts or materials Assignee
Completed Work is done, awaiting verification Assignee
Verified Issue resolved and verified by a manager Manager / Admin

Photos & Notes

Document issues visually and keep a running log of updates on each work order.

Adding Photos

  1. Open a work order and tap Add Photo
  2. Choose Take Photo (opens camera) or Choose from Library
  3. The photo is uploaded and attached to the work order
  4. All team members on the work order can see attached photos
Screenshot of a work order with two attached photos showing a before and after comparison

Adding Notes

Use the notes section to add updates, record findings, or communicate with other team members about the work order. Notes are timestamped and attributed to the author.

Screenshot of the work order notes section with timestamped entries from different team members

Closing a Work Order

  1. The assignee marks the work order as Completed when work is done
  2. A Manager or Admin reviews the completed work
  3. If satisfactory, they tap Verify to close the work order
  4. If more work is needed, they can add a note and move it back to In Progress

Auto-Escalation

PropertyPlex can automatically escalate work orders that sit unresolved past a configurable threshold.

warningHow Escalation Works

arrow_back Back to User Guides