To update work order information to the national portal/sites/apps you must go through all the photos thoroughly and take notes for bidding, completion. Once the photos are analyzed there are mostly four parts to be taken care of-
- Property Condition Report (PCR).
- Damage Report:
- Submit bids for any needed work(s).
- Labeling and uploading photos.
- Invoicing clients for payments.
1. Property Condition Report (PCR)
2. Damage Report
Alongside the PCR, a Damage Report highlights specific areas of concern within the property. This includes identifying and documenting any damages such as structural defects, water infiltration, or vandalism. By categorizing and detailing damages in the report, property preservation professionals can prioritize necessary repairs and allocate resources efficiently. A clear and concise Damage Report not only aids in decision-making but also facilitates communication with clients and contractors.
3. Bidding
4. Labeling and uploading photos.
All the photos provided by the field crew must be uploaded to the national apps/websites in the prescribed manner. If a work is performed we must label and upload before, during, and after photos. For bids, photos must be uploaded to justify bids. For PCR, photos will need to be uploaded to show all the information updated in PCR is correct.
5. Invoicing
The invoice section is the payment order sent to the client asking for payment against any work completed. While invoicing we must be aware of the amount updated is correct and the invoice must reflect all the works that are completed. Failing to update an invoice correctly may lead to an invoice cut. A “Trip Charge” is usually invoiced to the client for any visit completed to provide particular bids or information to the client.To know more about work order processing or if you need help with work order processing please feel free to contact Us.
