Time and Materials and Vendor Invoices
What’s New
Time and Materials and Vendor Invoices
From work order to vendor invoice, all in Manager.
Feature Overview: Maintenance companies record labor and materials on the work order and click Generate Invoice to create the maintenance company invoice and the matching Payables invoice. GL expense accounts are filled in from existing mappings.
Benefits:
- No more Caliber trips for invoicing: The whole job, start to invoice, lives in Manager.
- Billed once: Lines are never invoiced twice, even when two people generate at the same time.
- Accurate costs: Rates come from the employee list and prices from the materials catalog.
Recurring Work Orders
Schedule repeating maintenance once.
Feature Overview: Memorize a work order with a schedule, then generate the next batch for many communities from Memorized Work Orders.
Benefits:
- Less repetitive data entry: Quarterly and annual work is set up once.
- Portfolio-wide: Generate across communities in one action.
Smarter Vendor Picking
The right, insured vendor first.
Feature Overview: The vendor picker suggests vendors whose trade matches the work, and flags vendors with expired or missing insurance.
Benefits:
- Faster assignment: Matching vendors are at the top.
- Lower risk: Insurance problems are visible before you assign.
Maintenance Company Administration
Run the maintenance company in Manager.
Feature Overview: Management → Maintenance Company manages company vendors, employees and hourly rates, the materials and services catalog and the default sales tax code.
Benefits:
- One place for setup: Everything Time and Materials needs is maintained in Manager.
Custom Statuses and Community Settings
Work orders that match how you work.
Feature Overview: Add custom work order statuses mapped to Open, Closed, Monitored or Service Request, and edit each community’s work order settings in Community → Management Setup → Work Orders.
Benefits:
- Clear status for everyone: Statuses like “Awaiting Parts” without breaking filters or letters.
- No Caliber for settings: Past-due days, template override and Service Request emails are edited in Manager.
Faster Work Order List and Creation
Fewer clicks for everyday work.
Feature Overview: Close many work orders at once, see why a row is red, find the right community’s common areas when creating a work order, and send a letter to the assigned vendor without re-picking it.
Benefits:
- Bulk close: Close a batch of finished work orders in one action.
- Fewer mistakes: Search results are scoped and labeled by community.