Work Order Tracker

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Gmail Connect to Xero New Order

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: 22 records

ID	Task/Job	Project/Location/Site Details	Remarks	Action
3431	affected wall to be insulated	Flat 482, BLOCK X, Iveagh Trust Buildings, New Bride Street, Dublin 8, D08 DYC1	des	Row Color Edit Order
3432	Effected wall to be insulated	Flat 485, BLOCK X, Iveagh Trust Buildings, New Bride Street, Dublin 8, D08 XH67		Row Color Edit Order
3479	Core holes and vent to be done in both bedrooms.	Flat G22/G23, Iveagh Buildings, Bride Street, Dublin 8, D08 X9K3	call friday	Row Color Edit Order
3496	1. Window safety restrictor missing to upper front bedroom window requires replacement. 2. Kitchen ceiling leak damage requires redecoration. 3. Wall to stairs half landing is damaged with a hole in the wall which requires repair. 4. A carbon monoxide alarm is required on the upper landing outside the bedrooms.	62 Jugback Green, Applewood, Swords, Co. Dublin, K67 TW18	sinead to call	Row Color Edit Order
3509	Remove combined ventilation in bathroom. Core new wall vent. Fit Bathroom humidity vent. Then treat mold. Repaint bathroom external walls are showing mould warmboards walls.	Flat 532, BLOCK Z1, Iveagh Trust Buildings, New Bride Street, Dublin 8, D08 YVR8	talk	Row Color Edit Order
3554	Small leak under the boiler since service a few days ago.	Apartment 9, 8 Marrsfield Avenue, Clongriffin, Dublin 13, D13 X627	sinead to try	Row Color Edit Order
3561	Balcony door problem, tenant not there, wanted to take photos. ongoing problem	Apartment 54, Annamore Court, Chapelizod Hill Road, Dublin 20, D20 N996	andy	Row Color Edit Order
3607	Leak to bath shower of property, water coming onto the halfway outside the flat.	Flat 431, BLOCK U, Iveagh Trust Buildings, New Bride Street, Dublin 8, D08 E9N2	tenant not available	Row Color Edit Order
3658	Blocked sink and water from washing machine coming up sink. Please ring for access lady a night nurse. I did clear it but needs plumber to do better job. Will only last a day or so.	Flat 390, BLOCK R, Iveagh Trust Buildings, New Bride Street, Dublin 8, D08 ND72	a1 no answer	Row Color Edit Order
3701	Bald mould in bathroom to be treated and painted	48 Longview Mews, Millers Glen, Swords, Co Dublin, D15	andrei	Row Color Edit Order
3704	Check broken toilet in bathroom	19 Elveden House, 40-45 Cork Street, Dublin 8, D08 V650	andrei thursday	Row Color Edit Order
3707	Balcony tiles loose and lifting, also bedroom window bar loose, possibly window restrictor.	007 Stonemount Park, Dublin 10, D10 CF70		Row Color Edit Order
3709	Major works required floors & walls from back leak.	Apt. 34 Hallwell Park, Hallwell Adamstown, Lucan Co Dublin, K78P2N5		Row Color Edit Order
3710	The bath trap is to be replaced ASAP. Tenant has been asked not to use the bath until this is complete.	18 Thornleigh Court, Applewood, Swords, Co. Dublin, K67 WV09		Row Color Edit Order
3711	New bath panel & Skirting	368P Iveagh Trust Flats, New Bride Street, Dublin 8, D08 KP03	thursday	Row Color Edit Order
3713	Return visit following call out to PO 2953 (Inv 6082) This building belongs to IVT so we will have to rectify the issue if you can reattend please.	21 Kiln View, Clay Farm Place, Leopardstown, Dublin 18, D18 CK6K	yuesdday andrei	Row Color Edit Order
3715	Shower tray needs to come out, sub floor replaced and also can a full shower screen be put in.	106 Moyne House, Clonsilla, Dublin 15, D08 N2K7	des tuesday	Row Color Edit Order
3716	Investigate water ingress in the main entrance lobby area of Larch Hall in Clay Farm at the ceiling area where the camera and its cabling is located.	Leopardstown, D15	friday andrei	Row Color Edit Order
3722	Plumber should attend at the earliest convenience, landlord should also be contacted as floors may have to come up.	12 22 Marrsfield Ave, Clongriffin, Dublin 13, D13 ED74	a1	Row Color Edit Order
3724	issue with handle/lock on front door.	Apt 9 36 Main Street, Clongriffin, Dublin, D13 Y52D	friday andrei	Row Color Edit Order
3726	Gutter to be repaired	18 Thornleigh Court, Applewood, Swords, Co. Dublin, K67 WV09		Row Color Edit Order
3727	End cap off gutter missing outside apt 18 jbg(balcony side)	Applewood, Swords, Co Dublin D15		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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Work Order Tracker

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User Guide & Documentation

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Managing Work Orders

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Client Details

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