How to Add a Work Order

Estimated reading time: 2 min

Tracking repairs and maintenance requests is a necessary component of managing any real estate portfolio.

With STRATAFOLIO, you are able to track your repairs at the Entity, Asset, Building or Tenant level.

1. Add a Work Order

Begin on the left-hand navigation panel. Click on Work Orders, and then select Add A Work Order.

2. Create Work Order

Fill out the work order by completing all the required fields. Required fields have a red asterisk.

A) General Information About the Work Order

  • Title – Name the work order
  • Description – Describe the work that needs to be performed in greater detail.
  • Requested by – This can be the tenant or owner.
  • Priority – Determine the priority of the work – High, Medium, Low
  • Job Types – There are 19 job type categories ranging from air conditioning to sidewalks to preventive maintenance.
  • Status – Updated this field as the work order goes through the process. Status categories are Pending, Waiting on Parts, Dispatched, Complete, Cancelled.
  • Due Date – Determine the date you want to complete the task.

B) Location & Assignment of Work

In the next section, select where the work takes place and any tenants involved. Again, anything with a red asterisk is a required field.

  • Location – This will pull directly from Entities, Assets, and Buildings in your portfolio.
  • Tenants – If a tenant is involved, you can select the Tenant that already exists within your portfolio.
  • Assigned To – Determine who you want to give the work to.
  • Bill To – This is a place to track if the work is Non-Billable, Billable, or CAM-related.

C) Track Work Performed

In the final section of the work order, you can track the activity of the work performed.

  • Hours Worked – Track total hours if you want to bill back to the customer or track performance.
  • Mileage – Add the miles for driving to and from the worksite.
  • Labor Cost – Track the labor cost to perform the work. NOTE: This field does not feed into QuickBooks.
  • Material Cost – Track the cost of materials needed to perform the work. NOTE: This field does not feed into QuickBooks.
  • Type – Select from Comment or Work Performed.
  • Comment – Add details and notes about the work.

3. Auditable Work Trail

Once your work order is created and the work is underway, your team will be able to log in and add comments to the work order. Tracking Work Order through STRATAFOLIO allows your tenants and Property Managers to have an ongoing record of the associated activities.

4. Ability to Pull Reports on Work Orders

We understand the importance of being able to track work orders in a number of ways. With STRATAFOLIO, you can filter all work orders by:

  • Status – Select from Pending, Waiting on Parts, Dispatched, Complete, and Cancelled.
  • Priority – Select High, Medium, or Low.
  • Assigned To – Who the work was assigned to. Learn more about how to invite team members here. You can also establish maintenance and Property Manager roles.
  • Tenants – Enables you to track which tenants require the most work orders.
  • Job Type – Filter from a list of 19 job types.
  • Activity – Select Created, Dispatched, or Completed.
  • From and To – Select a specific time period.

Reports can be pulled in a CSV, Excel, or PDF format.

If you have any suggestions about what kinds of functionality you would like to learn more about with STRATAFOLIO, let us know. Send us an email at [email protected]

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