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How to Send a Work Order to a Contractor in Housing Market CRM

Tutorial 127 of 181 · 1 min 01 s

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Send work order, in Housing Market CRM's maintenance on the Pro plan, emails the contractor you choose the details of a repair: what is wrong, the address and how to reach you. The contractor is one of your own contacts, nothing is sent until you confirm it on screen, and no amount is included — Housing Market never bills for the work. This tutorial opens Maintenance, chooses a contractor for an open request, sends the work order and shows where the CRM records it.

In this tutorial you will learn

  • How to choose a contractor for a maintenance request
  • What the work order email contains, and what it leaves out
  • How to send the work order
  • Where to see when a work order was sent

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Property management in the left menu.
  3. Click Maintenance.
  4. Recorded here, never billed by Housing Market.
  5. This request has no contractor yet.
  6. Click Choose contractor.
  7. Search your own contacts by name.
  8. Pick the contractor.
  9. Click Send work order.
  10. The request, the address and your details. No amount.
  11. Click Send work order again to confirm.
  12. The request now shows when the work order went.
  13. Nothing is sent without you confirming it.