These options can help you organize your PPW account based on different work order criteria, such as Clients, Contractors, and Worktypes, and find orders quickly and easily.
Filter Button
The ‘Filter’ button allows the user to filter the work orders being displayed on the homepage.
This filter will allow the user to filter by:
- Status
- Address
- City/State
- Zip Code
- County
- Contractor
- Admin
- Work Type
- Client
- Customer
- WO #
- PPW #
- Loan #
- Invoice #
The selected filters can be saved and loaded.
Users can select the ‘Pin’ option, which will keep the filters on the home page.
The ‘Reset to Default’ button will reset the filters back to their default settings.
Advance Filter Button
The Advanced Filter tab will allow the user to set a more refined search for the Work Orders on the home page.
The user will be able to add a line with several field options, such as client totals, contractor totals, work order address, and much more.
The user will also be able to save the filters selected and load them later.
The ‘Upload’ button can upload Excel or .csv files to bring up work orders.
Available Fields
- Accepted/Rejected
- Acquisition Type
- Address
- Admin
- AGS Task Ref
- AGS WO#
- Category
- City
- Client
- Client
- Client Due Date
- Client Invoice Paid
- Client Invoice Payment
- Client Invoice Total
- Complete Date
- Cont. Invoice Paid
- Cont. Invoice Payment
- Cont. Invoice Total
- Contractor Area
- Contractor
- Conveyance Due Date
- County
- Create Date
- Customer
- Date FSM Assigned
- Due Date
- Fee Status Code
- Gate Code
- Initial Secure Date
- Invoice Date
- Key Code
- Loan #
- Loan Type
- Lock Location
- Lockbox Code
- Mortgager
- Occupancy Status
- PPW#
- Property Flag(s)
- Property Frozen
- Property Status
- Property VPR Required
- Ready for Office Date
- Received Date
- Recurring – Next Date
- Report ID
- Sent to Client
- Start Date
- State
- Total Spend – Client
- Total Spend – Vendor
- WIFCD
- WO #
- WO Status
- Work Type
- Work Type Category
- Zip
Advanced Filter Date Ranges
- Operator – select from:
- Previous
- Next
- Current
- Before
- After
- On
- Between
- Value – a free-type numeric field.
- A variable field, where applicable, to select:
- Days
- Weeks
- Months
- Years
Saving Column Displays
When saving a Basic or Advanced filter, it will also save only the columns the user has set to be displayed, as well as how the records are sorted.
Search Tab
This allows for a detailed search of all Work Orders. This is similar to the Home Screen search, but in a more open format.
The ‘Search’ format can be as broad or as specific as one Work Order. Selecting ‘Search’ will display the information requested.
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