Serving the Volunteer State since 2015

Instructions:

• Anything underlined on this page is a video tutorial. Watch them as many times as it takes to learn how to complete these steps with 100% accuracy. ​

• Optimize your route to reduce milage & drive time.

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Step 1 - When You Get There

Knock before using the lockbox. Someone might be home.

• The lockbox is usually on the garage door frame.

• Get the code from the Keys section in AppFolio.

• Look at all open work orders (WOs) for the home.

• Pick one work order to start with.

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Step 2 - Complete the first work order

• Start time tracking

• Read the Job Description, Vendor Instructions, and Notes.

• Take "Before" pictures.

• Do the work.  if you can't, make notes and mark Waiting 

• Take “After” pictures.​

• Use TurboScan to combine Before & After pics into a PDF.

• Attach the PDF to the Work Order.

• Stop time tracking and enter notes on what you did.

• Update Work Order Status. 

  • Work Done = You' did 100% of what was listed in the Work Order.

  • Waiting = You need to come back or buy something.

  • Scheduled = You know the exact return date/time.

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Step 3 - Choose another Work Order​

Repeat for each Work Order until all are marked Work Done or Waiting.

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Step 4 - Review subcontractor work

For all Work Orders that are open and assigned to another vendor, confirm they did the work:

• If they did the work, mark it Waiting and add a note that you verified it.

• If they didn’t, mark it Waiting and note the vendor has not finished.

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Step 5 - Tenant Evaluation

Fill out the Tenant Evaluation

Step 6 - Inspection Form

Fill out the Maintenance Inspection Form

• If you see a small problem you can fix now with what you have, call the Maintenance Coordinator to get a Work Order made.

• If you need to leave to get material or don't have time to complete the task 100%, write it on the checklist for another day. The Coordinator will make a Work Order for later.

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Repeat for the next house

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