Work orders are required to have a Skill Category (service provider trade) selected before being assigned. Follow the steps in this guide to select skills with in a work order.

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  • Objective
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    • Step-by-Step Guide

Step-by-Step Guide

Step 1.  Create the work order you want to assign to the Service Provider.

Step 2. Click  “Select Skill” follow the drop-down and select from (i.e. simple maintenance skills, or plumbing).

Step 3. Follow the prompts to the right and select the type of work within the skill category. (i.e. repair sheetrock, clean rain gutters.)

Step 4. You have now selected the required skills necessary to ensure the correct assignment for your work order! Great job! Now, continue to fill out the rest of the work order information until completed.

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