Dashboard - works orders

A works order records an instruction to a supplier for maintenance or repair work that needs to be carried out on a property. It holds as much or as little detail about the job as you complete on the works order request.

All works orders are accessible from the Works Orders widget on the Property Management Dashboard. From here you can manage and update their priority, review their current status, filter between them, and add a charge when the invoice is received.

View and update works orders

The Works Orders widget gives you a single view of every open job, so you can track progress and update works orders without opening each property or supplier record.

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Property Management Dashboard on the Home screen side menu
3. Scroll down to view the Works Orders widget. Click either Priority or Status to change your view
   1. Priority - This displays works orders with a status of New Request. These are works orders that aren't yet instructed
   2. Status - This displays works orders based on their status. As the status is changed, the works order will move into the corresponding status in the list
4. Click on a section of the doughnut chart to display a list of works orders in the corresponding priority or status
5. The Works Orders window opens. Use the Search bar to find a works order, or use the filter at the top of each column to reorder the list
6. Click the relevant works order line to view it in full and update it
7. Click Save

Cancel works orders

To cancel a works order, open it and change the status to Cancelled. A works order can also be opened from either the supplier or the property.

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Property Management Dashboard on the Home screen side menu
3. Scroll down to view the Works Orders widget. Click a section of the doughnut chart to display a list of works orders in that priority or status
4. The Works Orders window opens. Use the Search bar to find a works order, or use the filter at the top of each column to reorder the list
5. Click the works order line that you want to cancel
6. The Edit Works Order window opens. Change the Status to Cancelled
7. Click Save

• Related Help Centre articles that you may find useful.

  Adding a works order from a property

  Adding a works order from a supplier

  Adding notes to a works order

  Raising an expense charge on a property

  Setting the Property Management Dashboard as default