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HomeLandlordMax User ManualWorkorders WorkareaCreating a New Workorder Entry

4.1. Creating a New Workorder Entry

To create a new workorder, go to the Workorders workarea menu button. A list of all the current workorders listed by workorder number will be presented. Press on the New button to create a new workorder entry. You will see the following screen.

LandlordMax Property Management Software User Manual Screenshot: New Workorder Entry

Every workorder created and saved will automatically have a workorder number assigned to it. The workorder numbers begin at the number 1 and increment by one for each new workorder.

The accounting information and the data associations will be used to populate a suggested accounting entry in the suggested accounting tabbed panel when the workorder is saved.

The data associations are also extensively used in the reporting capabilities of the application. Reports can be generated based on a number of criteria maintained by the associations as well as other criteria (example: List all workorders for a specific building grouped by building unit).

Similarly to the Accounting Entry Workarea, the workorders that are associated with other workarea data such as tenant, building, unit, and/or vendor will also appear in their respective workarea in the related tabbed panel. For example, an workorder associated with the tenant John Smith will result in listing this workorders in the tenant John Smith’s Workorder Entry Tabbed Panel in the Tenant Workarea.

** All information is optional, however the more extent the information entered the greater the reporting functionality.

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