Works orders and the case lifecycle
I need to track a job from raised to closed.
- The case lifecycle end to endThe eight-stage rail every job moves through, the always-available next-step action, and the labelled alternatives for messier real-world paths.
- Raising a works orderTurning a sealed survey's findings into instructed works, or raising one directly with no survey behind it — assignment and quick-adding an operative.
- Completing worksSealing a remediation record from the field app, or recording completion on an operative's behalf from the portal — photos, GPS, and the no-photo path.
- Verifying worksConfirming a hazard is actually resolved — by a linked re-survey, or by attestation when a re-survey isn't done — and what each one records.
- Resident letters and stage communicationsComposing, optionally AI-drafting, and sending a branded resident letter at any case stage — plus attaching the report or completion PDF.
- The follow-up inboxTriaging callback, reschedule and additional-survey requests logged from the field, and how each one gets closed out.
- Closing a case, decant and wash-downThe three reasons a case can close with, and recording that a decant or a wash-down is needed — separate, honestly labelled outcomes.
- Repair rates: importing your Schedule of Rates catalogueImporting your own licensed Schedule of Rates so work-order costing and photo-to-code suggestions switch on.