Creating a New Work Order in CINC Manager

From the Property Details screen, tap New Work Order to create a new service ticket.

For the new work order wizard to appear, the following conditions must be met:

If you have proper security permissions to skip the wizard and go to the classic work order creation, the Skip button will appear. Otherwise, you must go through this wizard to proceed.

To add a photo, tap the Camera icon or the Gallery icon to use the device’s camera to take a photo or choose an existing photo on the device. (See Adding Images to Work Orders in CINC Manager for more information.)

To add an attachment, tap the Gallery icon . Browse to and select the file. (See Adding File Attachments to Work Orders in CINC Manager for more information.)

If the Portfolio module is set up in CINC, work orders can be set up to auto-assign due dates for any work order type. You can find this setting under Work Order Types in the Drop Down List field on the Maintain Drop Down Options screen. In CINC, go to System > Drop Down Options. In CINC with universal navigation, go to Settings > General > Drop Down Options.

When this setting is enabled, the due date is generated automatically when you create a new work order.

Complete the form. All fields except Due Date, Follow-Up Date, and Vendor are required. You can select a completed Status. This will prompt you to follow the same flow as marking a Work Order as completed.

Tap the Save icon . This will automatically create the work order in CINC.