Work Order Configuration

Step by Step Guide to Creating a Custom Work Order Status

Work orders still go through the same life cycle, i.e. In Progress, In Review, Closed, however, we now have the ability to rename those status' in order to suit the terms used by your Housing Authority's custom needs. 

1. Navigate to your Home Dashboard > Maintenance > Work Order Configuration (If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission)
2. Click on Work Order Configuration.
3. Under Work Status, click "Add New".
   1. 
4. Fill in the required fields:
   1. Name - This will be a new status available.
   2. Status - This is the default Doorways status that can be replaced with the new status.
   3. Description - Optional description of the status meaning.
   4. 
5. Click "Save".
6. Success! You have added a new Work Status.
   1. To reorder the list of status available during each default stage, you can use the dragging tool. 
   2. To delete a status, click the "delete" icon.
   3. To toggle to use of a status, click the toggle button, it will then be greyed out. 
   4. 

Note: Default Doorways status' cannot be deleted or edited.

Step by Step Guide on Adding Vendors and Contractors

1. Navigate to your Home Dashboard > Maintenance > Work Order Configuration (If you do not see this tab, and think you should, please reach out to the person on your team who is in charge of user permissions to give you this permission)
2. Click on Work Order Configuration
3. 
4. Under the Vendors and Contractors section, click "Add New" 
5. Choose whether it's a Vendor or a Contractor by clicking on the round radio button next to the catgory
   1. Vendors will have a company name
   2. Contractors will have a first/last name
   3. 
6. Enter in their hourly rate. 
   1. These rates can vary as much as you want them to. They will all be available to select from when adding them to the work order cost section. 
7. Click Save
8. Success! You have added a new vendor or a contractor!