Please enable JavaScript.
Coggle requires JavaScript to display documents.
Add new Property, Create WO + Assign, Update Property, New Task and WO to…
Add new Property
Address (Street, City, County, State, Zip)
Asset number (unique)
Contract ID
Contract Name
Added Date
Property Type
Create WO + Assign
Contract ID
Service Type
Vendor ID
Address
Update Property
Prop ID
Address
Status
New Task and WO to Prop
Asset #
Service Type
Contract ID
Update existing WO
Order Number
Task Number
Accounting: Paid
Payment date
ACH
Accounting: Processed
Processed date
Status Field: "Pending"
Add Service to Property
Prop ID
Verified
Asset # can be omitted - will be N/A in system. *New change: N/A will be required for upload
Contract Id is required when creating a new WO + Task.
Contract ID is mandatory
Must activate ongoing service with "Y"