Overview

Work Order types make it easier for your team to triage, understand, report on, and action any inbound work orders. 

What is a Work Order type?

Work order types are labels applied to work orders in Happy Property. HappyCo has eight different work order types, automatically applied but editable, based on the source of that work order. A work order type provides clarity about the Once enabled the following work order types are available:

How Work Order types work

Work order types are labels applied automatically to all work orders, both those generated via a PMS connection and those created within HappyCo. The work order source dictates the default work order type, but note that all work order types can be modified by the Property team to best reflect the contents of the work order.

When work order types are enabled, there will be a new column on the Tasks dashboard, which is sortable and filterable.

Filtering on work order type

To filter by work order type:

• Navigate to the Add filters button on the Tasks board
• Select the Work order type(s) you'd like to filter on
• Select Apply filters and the work order board will update based on your selection

Sorting the Tasks table by work order type

To sort your Tasks table by work order type (alphabetically), follow these steps:

• Navigate to the Tasks table
• The table is sorted by default on work order creation date (newest to oldest)
• Click on the column title Type
• The Tasks table will sort work orders by type, A to Z
• If you select the Type column again, work orders will re-sort by type, Z to A

Work order types are generated automatically but are fully editable by your Property Team to ensure each work order reflects the type of work being done.

• Open a work order
• In the work order drawer, select the overflow (three button) icon

• Select Edit type
• Modify the work order type using the dropdown options

• Select Save
• The work order type will be updated and reflected in both the work order and associated reporting