Currently a lot of HOAs are tired of managing work orders and invoices separately, juggling between systems and paperwork? They need a solution where everything seamlessly integrates, from residents raising requests to admins approving work orders and creating invoices, all while keeping their books of accounts up-to-date. This is possible with ADDA’s Helpdesk Rate card and Work Order Feature.
Here's how it works:
How to Setup Helpdesk Rate Card?
Step 1 : Go to ADDA Dashboard -->> Help Desk Tracker -->> Setup -->> Scroll Down -->> “ Service Charge Setup” Set your predefined rates
Step 2 : Enter the required information such as the "Service Name” -->> choose the appropriate "Income Account" -->> specify the amount, and tick the checkbox if tax is applicable -->> scroll down and click on the "Save" button.
How to Raise Work Order Charge?
To raise a work order charge, follow these steps:
Step 1: Go to the Helpdesk Tracker -->> Open Requests -->> Search the specific request for which you want to apply the work order charge -->> Click on "View" to proceed.
Step 2: Within the ticket screen, navigate to the "Post Service Charges" section. Here, select the relevant service, specify the quantity, review the tax and total amount. Click on "Post Service Charge" to proceed.
Once the work order charge is posted, the details will be displayed in the Helpdesk Request's thread. Both admins and residents can view these details on the app and resident portal.