Workspace

Created by Chris Torchia, Modified on Mon, 8 Sep, 2025 at 12:45 PM by Chris Torchia

Introduction

The Workspace page is your day-to-day operations center. It displays an organized list of all your work orders and provides real-time visibility into progress, statuses, pricing stages, and recent activity. This is where property managers can efficiently monitor active jobs, review updates, and manage approvals without missing a beat.

Key Workspace Columns

Column Name	Description
Name	Displays the internal work order ID (e.g., `KEYRENTERBOISE-7053-1`) along with the property address.
Status	Indicates the current stage of the work order. Common statuses include Triage, Need Approval, and In Process.
Activity	Highlights recent updates on the work order. If a red “New Notifications” badge appears, there are new messages or events requiring your attention.
Age	Shows how many days have passed since the work order was created or last updated.
Price	Displays the pricing stage of the job. Stages include Estimating, Under NTE (Not-To-Exceed), or finalized statuses such as Approved or Rejected.
Assistant	Shows the assistant currently assigned to the work order, typically labeled as “Assistant.”

Left Sidebar Navigation

Menu Option	Purpose
Work Orders	View all open and active work orders in your system.
Recurring Jobs	Manage jobs that occur on a regular schedule (e.g., inspections, seasonal maintenance).
Invoices	Access and review invoice records tied to completed jobs.
Paid / Waiting	Filter work orders by their invoice/payment status.
Archive	Browse through completed or closed-out work orders.

Creating New Work Orders

Located at the bottom left of the Workspace sidebar:

New Work Order – Start a brand-new job from scratch by entering the property, issue, and relevant details.
New Recurring Job – Create a scheduled, repeating job, ideal for recurring tasks such as inspections, seasonal maintenance, or vendor checkups.

Property Manager Best Practices

Check New Notifications Frequently
Always review the red notification badges in the Activity column to stay updated on vendor replies, assistant updates, or required approvals.
Monitor Pricing Stages
Keep an eye on the Price column to ensure jobs don’t get stuck in the Estimating stage and progress toward approval.
Use Status to Prioritize
Pay close attention to work orders marked Need Approval, as these require immediate action to avoid delays.
Triage by Age
Sort or filter by Age to quickly identify older tasks that may be stalled or awaiting updates.