Work Order Tracker

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Gmail Connect to Xero New Order

Total: 7 records

ID	Task/Job	Project/Location/Site Details	Remarks	Action
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
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
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
3724	issue with handle/lock on front door.	Apt 9 36 Main Street, Clongriffin, Dublin, D13 Y52D	friday andrei	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
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

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 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.

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.

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.

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