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: 10 records

ID	Task/Job	Project/Location/Site Details	Remarks	Action
3245	Various insulation works mould prevention	FENNOR LAWNS	andrei beso	Row Color Edit Order
3556	DPG Works accessible shower and hand rail up the stairs as per the specification from KCC. please contact tenant to confirm start date 2nd week in May. specification sent by email.	06 Willow Grove, Bishopsland, Kildare Town, County Kildare R51 PY91		Row Color Edit Order
3641	Hi David The bedroom window here needs the hinges replaced. Could you get your lads to take a look. Kind Regards Paul	26 Oakland Grove, Kildare Town, County Kildare R51 AH79	andy thursday	Row Color Edit Order
3708	HI David, tenant has reported a leak in her bathroom so can you take a look. Thanks Lorraine.	42 Curragh Plains, Kildare Town, County Kildare R51 Y886	tuesday	Row Color Edit Order
3712	Tenant called to report a leak in the front bedroom , seems to becoming chimney breast and coming through down the wall when its rains . Tenant asked if this can be investigated as soon as possible. I said that I will ask our contractor to call out as soon as they can. Please call tenant on 085-1570141 to schedule a call out as soon as possible.	B Ballyfarsoon, Kill Hill, Monasterevan, Kildare W34 Y299		Row Color Edit Order
3714	Tenant called to report a leak with her bath, when having a shower the water is leaking through to the kitchen. Tenant asked can someone come out to investigate this . I said that I will ask our contractor to call out to investigate as soon as they can . Please call tenant to schedule time this week.	15 Willow Grove, Bishopsland, Kildare Town, County Kildare R51 YN60		Row Color Edit Order
3717	HI David, tenants reported issue with blocked WC. thanks Lorraine.	42 Curragh Plains, Kildare Town, County Kildare R51 Y886		Row Color Edit Order
3718	Hi David, Tenant has reported her WC is flushing a second time on its own after each use- can you check this out. Thanks, Lorraine.	01 Fennor Lawns, Kildare Town, County Kildare R51 TX67		Row Color Edit Order
3719	HI David, tenant reported leak in upstairs bathroom and ceiling underneath is marked. Can you attend to it today. Any issues let me know. Thanks Lorraine.	12 Fennor Lawns, Kildare Town, County Kildare R51 A661	robbie	Row Color Edit Order
3723	HI David, tenant reported issue with the front porch sliding door. Can you take a look. Thanks Lorraine.	1451 Assumpta Villas, Kildare Town, County Kildare R51 DN73	andy	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

Callout List

Main App

Emails for Dave

My Job Portal

Work Order Tracker

Change History

User Guide & Documentation

Navigation & Filtering

Gmail & AI Automation

Managing Work Orders

Google Sheets Sync

Client Details

Dublin Weather Forecast

Callout List

Main App

Emails for Dave

My Job Portal