Assigning Work Orders to Owners with TOPS [ONE]

TOPS [ONE] Version 7.0.0.4

 

Description 

Assigning Work Orders to a specific Owner can be incredibly helpful for a few reasons. It can help you keep track of Work Orders more specifically in your community, and it can also make it easier to post any charges from a Work Order to their account. In this article, we will be showing you how you can assign a Work Order and use the features associated with it.

 

Related Articles

Work Order Overview
Create a Work Order
Work Order Job Costing with TOPS [ONE]

 

Step By Step 

1. Select an existing Work Order and select Edit Work Order by going to the Action button on the top-right of your screen

Edit.gif

2. Under Community/Property, you can replace the information there with the name of an Owner in that specific community. Please remember that Work Order Codes are community-specific, and should match the community that the owner lives inName.gif

3. Select Save on the top-right of your screenSave.gif

 

 

Printing a Work Order

1. Once saved, simply click on the Action button on the top-right of your screen and select Print. This will automatically begin a download for a PDF version of your Work OrderPrint.gif

 

Posting a Work Order

1. To Post a Work Order on an Owner account, simply go to the Action button on the top-right of the screen and select Close and Post Costs. Select the date you would like it to post to the owner account and select Save

Post.gif

Did you find this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.