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Create Work Order

You can create a work order by clicking the + Work Order button when viewing a case.

  • Select a contractor
  • Select a template
  • Fill in the work instruction, and any additional information
  • Create the work order
  • Review the work order
    • You can manually update the “Sender” email address to your own before sending a work order. The function is available on the screen after selecting send. This ensures that any replies are directed straight to you.
  • Submit the work order

Work Orders for General or Adhoc Jobs

All work orders in Onsite are issued from within a case. There is no separate standalone work order flow. This isn’t a limitation: cases are flexible containers designed to be used for any building-related matter, not only resident-reported issues.

For random or general jobs (e.g. replacing foyer light bulbs, a one-off clean, ad-hoc repairs), simply create a case first, then issue the work order from it:

  1. Create a new case with a clear title and description of the job.
  2. Choose an appropriate case type, Task or Repair And Maintenance, work well for general jobs. You can also set up a custom type such as General Works under Settings / Configuration / Cases .
  3. Open the case and follow the work order steps above.

This approach keeps every work order attached to a case, giving you a clean audit trail and consistent reporting history across all jobs in the building.

Work Order Templates

Onsite supports three work order templates:

  • Basic: A straightforward type for work orders without job cost details.
  • Fixed Sum: Utilized for work orders with a predetermined total cost.
  • Rate Based: Appropriate for work orders where costs are calculated based on rates.