How to Create a Work Order in PPW

Learn how to create your own work orders in PPW for any and all work.

In your online PPW account hover over the Work Orders tab and click the Add New Work Order option from the dropdown.

You will then be taken to the Add New Work Order page. Any fields that have a red star next to them will be required, and the correct information must be provided. All other fields are optional and can be used to add helpful information for the users in the field as well as the back office.

• WO Number - This is an option field because all orders created in PPW will be given a PPW # you can use to search, filter or use for reports. 

Client Info

• Company - All work orders do require you to enter a Company name. You can create the Company by going to Admin->General and then click Client Companies.
• Name - This can be the name of the contact for the Client Company or for the specific work order you are creating.
• Phone - This can be the phone number for the contact for the Client Company or for the specific work order you are creating.
• Email - This can be the email for the contact for the Client Company or for the specific work order you are creating.

Customer Info

• Customer Number - This is going to be the customer for this work order which can be different than the Company Name which is why this is optional. For example the Company Name may be a National or Regional work provider, but the Customer Number may be the loan originator. You can create your own Customer Numbers by going to Admin->General and then click Customer Numbers. Customer Number can also be added on orders created through the Auto Imports.
• Worktype - Adding Worktype to the order labels the order with what work needs to be completed. Adding a Workype to the order can also add Auto Work Details and Bid/Comp items depending how you set up your account. To create Workypes go to Admin->General and then click Worktypes from the menu.
• Category - Categories can be created and added orders for many reasons. Some customers use categories to help facilitate their workflow by creating their own statuses or create different labels to track order progress. To create Categories go to Admin->General and then click Categories.
• Loan Number - If the loan number is available this can be added to the work order. This information can also be pulled from the Property Info page is saved there as well.
• Loan Type - If the loan type is available this can be added to the work order. This information can also be pulled from the Property Info page is saved there as well.
• Address - This is a required field where you will enter the street address for where the property the work will be completed.
• City - This is a required field where you will enter the city for the property where the work will be completed.
  
• State - This is a required field where you will enter the state abbreviation for the property where the work will be completed.
• Zip - This is a required field where you will enter the zip code for the property where the work will be completed.
• Contractor - This is where you can assign the order to the contractor who will be completing the work order. If the order needs to be sent to the field so that is will show up in the mobile app as soon as it is assign click the Ready for Field checkbox.
• Assigned Admin - This is an optional field where you can assign an in office user to the order to monitor the order and make sure it is completed on time. They can also QA the order and finish ensuring the results make it to the work provider or send the order back out to the field as a Follow-up if more information or photos are needed to close out the order.
• Rush - If the order needs to be completed quickly you can set the Rush option to Added Rush.
•  BATF (bid after the fact) -
• Lot size - This is the size of the lot where the work will be carried out. This is super helpful for Grass Cut or Landscaping orders
• Mortgager - If the mortgager information is available this can be added to the work order. This information can also be pulled from the Property Info page is saved there as well.
• Background Checkin Providers - You can set this on the work order if the Client Company for the work order requires and Aspen Grove Check In at the property.
• Lockbox Code/Lockbox Location - This information can be added to the work order and can be viewed in the mobile app to get access to the property quickly to complete work.
• Key Code - This information can be added to the work order and can be viewed in the mobile app to get access to the property quickly to complete work.
• Gate Code - This information can be added to the work order and can be viewed in the mobile app to get access to the property quickly to complete work.

Date Information

• Received Date - The date the order was received in the PPW account.
• Due Date - The date the order needs to be completed in the field by the contractor.
• Start Date - The date the orders can be started by the contractor in the field.
• Client Due Date - The date that the order needs to be submitted to the client.

Work Order Details

• Comments - This is a great place to enter extra instructions for users in the office or in the field.
• Work Order Item Details - This is a great place to list out the jobs that need to be completed on the work order as well as specific instructions for each job. This information can be automatically added to the orders if set up properly under the Admin-General Tab.

Click Save to create the work order. Once the order is created you can add more items like PCR forms, Bid/Comp Items and Job Notes.