Emailing a Work Order
Emailing a Work Order
To email the work order to the vendor:
Select Vendors > Vendors. If you are using universal navigation, click Payables > Vendors > Vendor List.
On the Work Order List screen, search for and select the hyperlink of the work order in the WO # or Created columns.
Click the Email button on the Work Order screen,
On the Send Email popup, complete the following information:
From: Will prefill with the email address of the CINC user submitting the work order.
To: Will prefill with the email address of the selected work location. To send the work order to the vendor, click on the Magnifying Glass icon, select the vendor’s email address, and click Save.
CC: Enter an additional email address or click on the Magnifying Glass icon to select additional recipients.
BCC: Enter an additional email address or click on the magnifying glass to select additional recipients.
Subject: Will prefill with the work order description and number. Make changes if applicable.
Message: Enter the body of the email in the message field.
Generate Work Order Report/Attach: Will attach a PDF report version of the work order to the email sent to the selected recipients.
Click the E-Mail button.
Once the email is sent, actions taken will be tracked under the Work Order Notes section. GL expense accounts associated with the work order, as well as invoices and payments, may be viewed from the Work Order screen. Submitted work orders will also be tracked on the homeowner’s profile.
NOTE: If a homeowner submits a work order from the Homeowner and Board Portal, a notification will be sent to the email address listed on the Web Notifications screen in the Admin Portal. The recipient will then complete the steps as described above.