Submit a work order from the mobile app or the web dashboard whenever something needs attention. Tenant admins can use the quick action button or the Requests tab, and building team members can submit from the Work tab. Provide a clear description and attach photos or documents so building team members have the full picture. After you submit, you will land on a confirmation page in both the app and dashboard confirming the request was created. If you do not see the option for a work order, I would suggest you reach out to your admin to set you up correctly.
Submitting a Work Order on the App
Open the Requests tab (Tenant Admins) or the Work Tab (Building Team members).
Choose the category of the service request.
Complete the form by selecting the Tenant, Created For (optional), and the Location.
Note: depending on the building, some work orders might require a due date or additional questions.Describe the details of the request.
- Optionally, associate a piece of equipment with this work order.
- Select the building and floor on the work order first
- The equipment dropdown is filtered by the selected building and floor, so a location must be chosen before equipment will appear.
- This field is optional and can be updated or removed later.
-
Add attachments if helpful.
Images: JPG and PNG.
Documents: PDF and common office files for vendor reports, invoices, and inspection paperwork. The dashboard accepts multiple file formats.
Video: Upload mp4 videos with a limit of 5 minutes.
Multiple files: You can upload several attachments at once from the dashboard or mobile.
Optional: Assign the ticket to a person or team (Building Team members).
Click Submit Request and you will land on a confirmation page that indicates the work order was created.
Submitting a Work Order on the Dashboard
Open any page in the Work Order module and click on New Ticket in the upper right corner.
Complete the form by selecting the Tenant (Building Team members), Type of Ticket, Category, Issue Type, and Location.
Note: depending on the building, some work orders might require a due date or additional questions.-
Describe the details of the request.
- This field is optional and can be updated or removed later.
-
Add attachments if helpful.
Images: JPG and PNG.
Documents: PDF and common office files for vendor reports, invoices, and inspection paperwork. The dashboard accepts multiple file formats.
Video: Upload mp4 videos with a limit of 5 minutes.
Multiple files: You can upload several attachments at once from the dashboard or mobile.
-
Assignment and Notifications:
Assignee: Add the Assignee for your ticket
Work Groups: Select the work groups that will be notified
-
Equipment: Optionally, associate a piece of equipment with this work order.
- Select the building and floor on the work order first
- The equipment dropdown is filtered by the selected building and floor, so a location must be chosen before equipment will appear.
Created for (Optional): Assign the ticket to a person or team (Building Team members).
Additional Email Recipients (Optional)
Click Submit and you will land on a confirmation page that indicates the work order was created.
Type of Ticket
When building team members submit a work order from the dashboard, they choose a Type of Ticket: Tenant Request, Base Building, Construction, or Other. The type affects the following:
- Location options: Tenant Request limits the Building, Floor, and Suite dropdowns to the locations assigned to the selected tenant. Base Building, Construction, and Other allow any location on the site.
- Completion surveys: Only Tenant Request work orders can trigger a survey when moved to Done or Closed. The issue type must also have a survey assigned, and the work order must have a Created For user. See Work Order Surveys.
- Reporting: Ticket Type appears as a column and filter on the Work Orders list, and can be used to group and break down work order charts in the Insights Dashboard.
Ticket type does not change assignment, status, or other work order notifications. These follow your standard routing and notification settings. The only exception is completion surveys, described above.
Default ticket type
- New work orders default to Tenant Request.
- When the selected tenant is the property team's own tenant, new work orders default to Base Building.
- Work orders created automatically from a space reservation are set to Base Building.
💡 Tip: Ticket Type does not automatically set or change billable charges. Charges are managed on the work order itself.
- Base Building: Usually used for common-area or landlord maintenance. Confirm no billable charges are applied so this work isn't billed to a tenant.
- Tenant Request: If the work should be billed to the tenant, confirm the billable labor, materials, and any required estimate approval before completing the work order.
Related to