3
A
Admin
Work Order Intake
Property Preservation — New Job Entry
Section 1: Client / Order Source
Client Type
Select...
Bank
Asset Management Company
National Vendor
Property Manager
Company Name
*
Contact Name
Email
Phone
Work Order Number
*
Section 2: Property Details
Property Address
*
City
Province
AB
BC
MB
NB
NL
NS
NT
NU
ON
PE
QC
SK
YT
Postal Code
Property Type
Select...
Single Family
Condo
Townhouse
Multi-Unit
Occupancy Status
Select...
Vacant
Occupied
Unknown
Lockbox Code
Access Instructions
Section 3: Service Request
Primary Service Type
Select...
Vacancy Protection
Property Stabilization
Inspection Only
REO Turnaround
Requested Services (select all that apply)
Lock Change / Rekey
Board-Up / Secure
Winterization
Debris Removal
Lawn Maintenance
Snow Removal
Minor Repairs
Mold / Hazard Mitigation
Initial Inspection
Occupancy Check
Photo Report
Section 4: Priority & Timeline
Priority Level
Select...
Standard (48 hrs)
Rush (24 hrs)
Emergency (Same Day)
Requested Completion Date
Utility Shutoff Required?
Section 5: Reporting Requirements
Photos Required?
Before Photos
During Photos
After Photos
Special Instructions
Section 6: Pricing Authorization
Pre-Approved Budget ($)
NTE (Not-To-Exceed) Amount ($)
Additional Approval Required Above NTE?
Section 7: Compliance Check
PPE Required
Safety Hazards Identified
Occupancy Verified
Photos Uploaded
Work Completed to Standard
Section 8: Job Completion (Close-Out)
Work Completed Date
Technician Name
Internal Approval (Manager)
Status
Select...
New Order
Assigned
In Progress
Completed
Submitted
Approved
Completion Notes
Clear Form
Submit Work Order
Edit with
