Work Order Settings

This will allow you to turn on/off work orders and add who to send notifications to.

1. Navigate to Work Orders – Settings tab on the left side-bar.

2. Select “Edit” to turn on/off work orders or add/edit any contacts for notifications. (defaulted to ccgeneral@actionlife.com)

Creating a Work Order through the Work Orders tab

1. Navigate to the Work Orders tab on the left side-bar.

2. Select “+ New Work Order” on the top right to create a Work Order.

3. Select either “Common Area” or “Assign Property” to choose the location of the Work Order.

4. Fill out the description box and choose who to email the work order to.

5. (Optional) Upload a photo with the Work Order.

6. Select “+Create” and an email will be sent out to the selected contacts (defaulted to ccgeneral@actionlife.com).

Creating a Work Order through the Amenities Tab

1. Navigate to the Amenities tab on the left side-bar.

2. While on an amenity inspection, you can create a work order request by selecting the “Needs Work” triangular symbol on each Sub-Area.

3. Enter in any details for the work order and select “Create Work Order”. (You also have the option of saving as a note for your next inspection).

4. Choose who to email the work order to and add a photo.

5. Select “+Create”.

Closing out a Work Order

Work orders must be closed out manually on SnapHOA. They do not automatically close when a Work Order has been completed by Community Care

1. Navigate to the Work Orders tab on the left side-bar.

2. “View” the work order by selecting the ‘eye’ symbol

3. Select “Close” to finish the Work Order.

 

SnapHOA Work Orders – How to create Work Orders
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