Work Order Tracker

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All Clients A1 Tradesmen Acme Inc ASPEN Cill Dara Housing Association Colman Grimes David DPM DND Rose argue icare Saint Vincent de Paul The Iveagh Trust

Total: 10 records

ID	Task/Job	Project/Location/Site Details	Remarks	Files	Action
2935	Various Tiling issues in bathroom that need to be addressed	75 Silogue Gardens, Ballymun, Dublin 11, D11H9X2	call monday	0	Row Color Edit Order
3006	Capex works - scheduled repairs	Apt 1 Sandyford View Appartments, Black Glen Road, Sandyford, Dublin, D18 TX89	tuesday morning	0	Row Color Edit Order
3677	Council Inspection Works Regulations require that there must be suitably located devices for detection and alarm of carbon monoxide which must comply with I.S. EN 50291-1:2010 A1:2012 or I.S. EN 50291- 1:2018&AC:2021- 01 # A carbon monoxide alarm is required in the hall outside the bedroom. # A carbon monoxide alarm is required in the kitchen near the gas boiler and hob. Regulations require that the openable parts of the windows should be maintained in good condition and repair. # Several window handles are very stiff or stuck closed and require repair. Regulations require that a main wired smoke alarm or a 10 year self-contained battery operated smoke alarm should be provided in the hallway (or room in open plan design) and each upper floor landing of the stairway, where present. Each smoke alarm must carry the CE mark and comply with I.S. EN14604:2005 or I.S. EN 14604:2005 AC:2008 and should be installed as per the manufacturer’s instructions. (Ten-year self-contained battery smoke alarms are powered by sealed batteries that have a life span of ten years. These alarms provide 10 years of continuous protection with no need to replace the battery for the life of the alarm.) # Smoke alarm is missing from hall - Replacement mains wired smoke alarm or a 10-year self-contained battery-operated smoke alarm required in hall. # Heat alarm missing from kitchen - Replacement recommended. Regulations require that there must be a fire blanket located in the kitchen. The fire blanket must be securely wall mounted in a prominent location and provided with clear instructions on its use. The fire blanket should be manufactured in compliance with IS 415:1988, EN 1869:1997, or IS EN 1869:2019. # No fire blanket provided or present in kitchen. The regulations require that the installations for the supply of gas, oil and electricity including pipework, storage facilities and electrical distribution boxes shall be maintained in good repair and safe working order. # Please provide a current (within 1 year) declaration of conformance with IS 813 Annex E (safety check) inspection report by an RGI registered gas installer for all gas appliances to confirm that they are in safe working order.	Apt, 1 The Court , Robswall, Malahide, Co. Dublin, K36 HY07	a1		Row Color Edit Order
3678	Please arrange window handle repairs as per tenant ''I need someone to call and repair the handles on 2 windows. In the master bedroom one of the windows will not open at all. The 2 windows in the sitting room need to be looked at as well. If you could arrange for someone to call''	72 Pomeroy Park, Rathangan, Kildare R51 KT50	next week andy		Row Color Edit Order
3687	Tenant has reported the sewage system is blocked and smelling, he advised neighbours are complaining about it. Please arrange a callout to investigate	9 Graces Park, Derrinturn , Carbury, Co. Kildare, W91 W583	duffy sludge		Row Color Edit Order
3705	Please attend to seal gap with external wall and window frame. Fit door stop to wall behind apartment entrance door and make good to damaged wall internally.	Apartment 6, 3 Beaupark Avenue, Clongriffin, Dublin 13, ( hap) D13 R983			Row Color Edit Order
3706	Previously attended for a leak under WO10256, Please attend to fix the socket as is now unusable due to leak. Please also quote to replace the damaged floor. Thanks	2 Colthurst Rise, Lucan, Co. Dublin, K78 X337			Row Color Edit Order
3720	Tenant has reported that there is overflow of water in the property as per reported ''small hole appeared in his front driveway the size of a 50 cent coin and clear water is flowing out of it , a lot he said , it looks like it might be the water line into the house rather than a sewage kind of leak as the water is clear ,he also waited for the rain to clear before inspecting ''	Gurteenoona, Athy Road, Monasterevin, Kildare, W34 DC04			Row Color Edit Order
3721	Please arrange Weekly insurance inspection of property, week ending 22.05	(To be Sold) 17 Knockanally Village, Donadea, Naas, Kildare, W91 NP66			Row Color Edit Order
3725	Tenant has reported an issue with a dripping tap & sink is backing up constantly, also hot tap in the bathroom please arrange a plumber The tenant is in most days of the week except Tuesdays. Please call Eoin on 0877924944	11 Tannery Road, Rathnagan, Co. Kildare, R51 E297			Row Color Edit Order

User Guide & Documentation

Navigation & Filtering

Client Tabs: Filter the list by clicking client names at the top.
Today / 3 Days: Quick filters below the header to see recent job creation.
Show Closed/Cancelled: Reveal completed or cancelled jobs (hidden by default).
Stats: Click the pie chart icon to see a progress overview.

Gmail & AI Automation

Gmail Dashboard: Access it via the red Google icon to see incoming job requests.
AI Extraction: The system automatically reads emails and PDFs to extract Site Addresses, Job Codes, and Contact Names.
Importing: One-click import pre-fills the new order form with all AI-extracted data.
Sequential POs: Clients like Aspen and DND automatically get the next available PO number suggested.

Managing Work Orders

Inline Editing: Click and type in most table cells to auto-save changes instantly.
WhatsApp Dispatches: Selecting a user enables the WhatsApp button to send job details to workers.
Invoice Status: Tracks the lifecycle of a job's billing (Drafted, Sent, Paid).
Xero Previews: Clicking "Generate Xero" now shows a full preview of the description and contact details before creating the draft.
Bulk Invoicing: Select multiple jobs (checkboxes) to create a grouped invoice.
- Only Completed or Closed jobs can be selected.
- Review all itemized descriptions in the preview modal.
- Set a Custom Global Reference (e.g., "Monthly Maintenance") for the entire batch.
Automatic Sync: If an invoice is Paid, Voided, or Deleted in Xero, the tracker updates automatically via webhooks.

Google Sheets Sync

Auto-Sync: Every table edit is pushed to the client's sheet in real-time.
Full Refresh: Use "Sync Database to Google Sheet" in Client Details to rebuild a client's entire sheet.

Tip: Use the History option in the action menu to see who changed what and when.

Work Order Tracker

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