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Workflow

Creating vendor-ready work orders

A vendor-ready work order tells your vendor exactly what to bring, where to go, and what 'done' looks like.

From request to work order

From a request, click Create work order. LeaseFix pre-fills:

  • Title (short, plain English)
  • Trade needed (plumber, HVAC, electrician, locksmith, etc.)
  • Scope of work — what to do, with the relevant context from the tenant
  • Property, unit, tenant contact, access notes
  • Cost estimate, if known
  • Scheduling window — based on urgency and tenant availability

What makes a scope vendor-ready

Vendors don't want a copy-pasted complaint. They want:

  • The symptom, not the diagnosis ("water under sink, started overnight" — not "leaky P-trap")
  • Access details (lockbox code, pet at home, tenant work hours)
  • Photos when available
  • The exact unit number and any quirks (e.g. "back entrance, 3rd floor")

The AI draft follows this structure. Edit anything before saving.

Owner approval

If the cost estimate exceeds the property's approval threshold, LeaseFix marks the work order Needs owner approval and won't allow dispatch until the owner approves. See requesting owner approvals.

Saving as draft

Saving doesn't notify the vendor. Until you click Dispatch, the work order sits in Work orders → Draft.

Still stuck?

Email a real person on the LeaseFix team and we'll get back to you.

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