With our new work order creation process, we’ve made things shorter, smarter, and more intuitive. To create a new work order, follow these steps:
Click the "+ Add Work Order" button located in the top right corner of your screen.
A new window will pop up and you can start filling out the information required:
Building: At the top right, select the building in which you would like to create the work order under, through the drop-down selection. (Once you select a building value once, it will be the default selection until you change the building.)
Description: Clearly describe the issue or work required. For example: "Window is broken." (You will see here that AI will suggest a category for you, click on the category if it matches what you are looking for or simply ignore it and choose the category to your liking.)
Where: Here, you need to enter the location where the work order will take place.
You can search by floor, space, equipment, or tenant, and Visitt will show all relevant spaces based on your input. For example, if you type a tenant name like "Pulse Labs," Visitt will display the associated space, "Unit 122." You can also directly type "Unit 122."
After selecting the location, Visitt will display any contacts related to it and suggest assigning them to the work order. You can click on the contact to select others, or click the X to remove them.
Category: Select the category that best fits the work order.
Assignee, Due Date and Priority (Optional): Usually these fields will be assigned automatically through automation, however if you would like, assign a user to the work order, add a due date or priority level if necessary.
💡Assigning users, due dates and priority are usually set by automations based on the category or location to make your workflow smoother and prevent mistakes
Click here to learn more about automations in Visitt
Add Images or Videos: Upload any relevant images or videos that will assist in completing the work order.
Once everything is filled out, click Submit.
Thank you for reading! If you have any further questions, feel free to reach out to our support team for assistance.