Sending a work order to a tradie

You can send Work Orders to a tradie straight from the maintenance request in your action centre.

Bairave Jeyasothy avatar
Written by Bairave Jeyasothy
Updated over a week ago

Step 1

Once a maintenance request has been accepted, you can create a job by clicking the Start Job button.

Step 2

On the job type screen, select Work Order then Next.

If you want to learn about sending quotes instead, click here.


โ€‹

Step 3

If you have any additional information that will help the trade, you can add that here, for example, past photos from a routine, a PDF copy of a user manual etc.

Next, you need to select the job type so it is sent to the right tradies. You can add multiple job types here if the work covered more than one trade type.

Finally, you need to add a Max Spend. This is a figure that you don't want your tradie to exceed without contacting you first. You can put any figure you like in here, or simply add your max spend on your authority, which can be seen here too.

Step 4

The Managed Marketplace will now alert nearby trades letting them know a job is available in their service area. They will be able to contact you if they are available however will require approval prior to accepting the job. They won't see any access details or contact information until after they are assigned.

If you would also like your preferred tradie to be sent the Work Order directly, you can add them to the job. They will receive all the job details and a link to accept the work.

After you click Send Work Order, you will be able to view the newly created job.

Step 5

You will now see the open job on the task. Click on it to view any marketplace trades that are available to do the job for you. If you added a preferred tradie, you will also see them here.

To get started, assign the job to an available tradie. You can review the profile of available trades prior to accepting them by clicking their name.

Your assigned tradie will be instructed to proceed with the Work Order. Any other tradies who were available will be automatically declined.

Other helpful articles: Requesting quotes, Completing Jobs

Did this answer your question?