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: 16 records

ID	Task/Job	Project/Location/Site Details	Remarks	Files	Action
116	Plastering cosy lodge	MACOMMUNAL Mount Anthony Rathmines	des	0	Row Color Edit Order
129	Retile floor	14D Iveagh Trust Flats Patrick Street Dublin 8 D08 H02514D Iveagh Trust Flats Patrick Street Dublin 8 D08 H02514D Iveagh Trust Flats Patrick Street Dublin 8 D08 H02514D Iveagh Trust Flats Patrick Street Dublin 8 D08 H025	des tuesday	0	Row Color Edit Order
1692	Replace existing doors with FD30 fire doors to prevent the spread of fire & smoke	8 Main Street, Blanchardstown, Dublin 15 D15 YX29		0	Row Color Edit Order
1696	Could we please schedule a call-out to repair a kitchen cabinet at Inland Fisheries Ireland, located at 3044 Lake Drive, Citywest Business Campus, Dublin 24, D24CK66? The cabinet is situated in the downstairs canteen at the rear of the building. The hinges on the cabinet are broken, and both the hinges and the catches need to be replaced. I have attached a picture showing the specific replacement items required. Please let me know if this is a job your team is interested in taking on and when you would be available to attend the site.	INLAND FISHERIES IRELAND, 3044 Lake Drive, Citywest Business Campus, Dublin 24, D24 CK66		0	Row Color Edit Order
2934	minor roof leak which needs to be investigated	(NEWBRIDGE DAY CARE CENTRE, STATION ROAD, NEWBRIDGE, CO. KILDARE, W12 FT73	permission comin	0	Row Color Edit Order
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
3447	A carbon monoxide alarm is required in the kitchen near the gas hob. A carbon monoxide alarm is required in the hall outside the bedroom. Cooker hood extractor fan not vented out to external air - boxing to be painted also if needed.	5 Jugback Place, Swords, Co. Dublin, K67 NR76	sinead to call		Row Color Edit Order
3457	Please fix gutters to the rear	32 Millbridge Way, Naas, Co. Kildare, W91 CD6C		0	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
3520	Urgent! Large Leak On Roof There is a large leak in our roof which is dripping on our TV. This is causing damage to the ceilin	4 Hamilton House, Wellington Lane, Dublin 4, County Dublin, D04 E5Y2		0	Row Color Edit Order
3547	Core hole for extractor to be vented outside	28 Jugback Green, Applewood, Swords, Co. Dublin, K67 RY84	tenant no answer		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
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
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

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