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Creating Work Orders

Learn how to create, assign, and manage maintenance work orders effectively in Syndik.

Creating Work Orders
Step-by-step guide to creating comprehensive work orders
1

Navigate to Maintenance

Go to the Maintenance section and click “Create Work Order” or use the quick action button.

2

Select Property and Unit

Choose the specific property and unit where the maintenance work is needed.

3

Add Work Order Details

Provide a clear title, detailed description, and select the appropriate category and priority level.

4

Attach Documentation

Upload photos, documents, or other relevant files to support the work order.

5

Assign and Schedule

Assign to a vendor or internal staff member and set target completion dates.

Work Order Types and Categories
Understanding different types of maintenance work orders

Emergency Repairs

  • • Plumbing leaks or water damage
  • • Electrical hazards or outages
  • • Heating/cooling system failures
  • • Security or safety issues

Routine Maintenance

  • • HVAC filter replacements
  • • Regular inspections
  • • Landscaping and grounds care
  • • Preventive maintenance tasks

Tenant Requests

  • • Minor repairs and fixes
  • • Appliance issues
  • • Cosmetic improvements
  • • Accessibility modifications

Capital Improvements

  • • Unit renovations
  • • Building upgrades
  • • Equipment replacements
  • • Technology installations
Assigning Work Orders
Best practices for assigning work orders to the right personnel

Assignment Options

Internal Staff

Maintenance team members

Vendors

External contractors

Auto-Assign

Based on availability and skills

Assignment Criteria

  • • Match skills and certifications to work requirements
  • • Consider current workload and availability
  • • Factor in location and travel time
  • • Review vendor contracts and preferred provider agreements
  • • Consider cost estimates and budget constraints

Notification Process

  • • Automatic email and SMS notifications to assigned personnel
  • • Mobile app push notifications for urgent items
  • • Calendar integration for scheduled appointments
  • • Escalation alerts if not acknowledged within set timeframe
Setting Priority Levels
Establish clear priority guidelines for efficient work order management

Emergency (Response: Immediate)

  • • Life safety issues or security breaches
  • • Major water leaks or flooding
  • • Complete loss of heating/cooling
  • • Electrical hazards or power outages

Urgent (Response: 24 hours)

  • • Partial heating/cooling issues
  • • Minor plumbing problems
  • • Appliance malfunctions affecting daily life
  • • Security system issues

Normal (Response: 3-5 days)

  • • Routine repairs and maintenance
  • • Cosmetic issues
  • • Non-essential system maintenance
  • • General upkeep tasks

Low (Response: 1-2 weeks)

  • • Preventive maintenance
  • • Minor aesthetic improvements
  • • Scheduled inspections
  • • Long-term planning items
Documentation and Photos
Proper documentation practices for work orders

Photo Documentation

  • • Take before photos showing the issue or area requiring work
  • • Capture multiple angles and close-up details
  • • Include photos of any damage or wear patterns
  • • Document surrounding areas for context
  • • Take after photos upon completion

Written Documentation

  • • Provide detailed problem descriptions
  • • Include relevant model numbers and specifications
  • • Note any tenant concerns or special instructions
  • • Document access requirements and restrictions
  • • Record any warranty information

Supporting Documents

  • • Upload receipts and invoices
  • • Attach vendor estimates or proposals
  • • Include warranty documents
  • • Add inspection reports or certificates
Tracking Progress
Monitor work order status and ensure timely completion

Status Tracking

Open

Work order created, awaiting assignment

Assigned

Assigned to vendor/staff, scheduled

In Progress

Work has begun on-site

Completed

Work finished, awaiting approval

Progress Updates

  • • Real-time status updates from assigned personnel
  • • Photo updates showing progress milestones
  • • Time tracking for labor hours and costs
  • • Parts and materials usage logging
  • • Delay notifications with explanations
Completion Process
Final steps for closing work orders and quality assurance
1

Final Documentation

Vendor/staff uploads completion photos, final reports, and any relevant receipts or warranties.

2

Quality Inspection

Property manager or designated staff performs quality check and inspection of completed work.

3

Tenant Notification

Notify residents of completed work and any follow-up instructions or warranty information.

4

Close Work Order

Mark work order as completed, update maintenance logs, and process any final payments.

Quality Assurance: Always perform a final walkthrough and obtain tenant satisfaction feedback before officially closing work orders.