Property Pres Wizard: Tips and Tricks
Paperwork
- Use the "print" button located just above the work order info section to pull up a print-friendly view. Keep the printed work order with you on the job site and check off each item as you complete it.
- Print out and laminate a copy of the QC Checklist. Use a dry-erase marker so that you can reuse this checklist at each property since it does not have to be uploaded to the order.
- Print out and keep several additional sign-in sheets in your work vehicle. If a sign-in sheet is missing or compromised, you must post a new one, so it's a good idea to have extras on hand.
- On interior work, take a photo of the sign-in sheet as the first and last picture at the property. This will help you quickly sort your photos by property when you make multiple interior visits.
Invoices
- Click the blue tab labeled "Reports" and choose "Accounts payable." When prompted, select "No" under "contractor paid?" and click "run." This will let you see at a glance which orders have not been paid.
- As you review your unpaid orders, remember that late or incorrect work is paid Net 21 rather than Net 7.
- If you were paid less than you expected for an order, open your invoice and look to the right of each line item. You will see a comment in the space provided letting you know why the order was adjusted.
- If you disagree with the invoice adjustment, follow the disputes process (click here for an explanation).