Sending work orders to your PMS

Send a finished work order to your PMS to charge the owner. You can send one or many at a time.

Supported PMS destinations

Work orders can be sent to:

• Streamline: costs and labor post to the Streamline work order.
• Track: a maintenance bill and owner charge, depending on your posting mode.
• Guesty: an owner expense with your chosen category and vendor.
• OwnerRez: an owner expense with your chosen category.

Breezeway isn't a PMS destination. Use Push costs to Breezeway for Breezeway tasks instead.

Mark a work order ready

1. Open the work order.
2. Check the property, lines, markup, and PMS coding fields.
3. Click Mark Ready.

The status changes to Ready. Only Ready work orders that haven't been sent yet can be sent.

Send to your PMS

1. On the Work Orders page, select the work orders to send using the checkboxes. Only Ready work orders can be selected.
2. Click Send [count] to [your PMS].
3. Confirm the details in the dialog and send.

Each work order moves through Queued and Processing to Synced. If a work order has a problem, such as a missing property or vendor, it comes back with an error while the rest of the batch continues. You'll see "Some work orders need attention."

Adding costs after a send

If more costs come in after a work order has synced, move it back to draft, add the new lines, and mark it ready again. When it's sent, only the lines your PMS hasn't seen go out, so nothing is charged twice. Re-sending a work order with nothing new is skipped.

Track posting modes

For Track, choose a Posting mode in Settings > Integrations > Operations:

Mode	Result in Track
Vendor bill (default)	A maintenance bill in Track. Markup posts per your Track markup mode.
Vendor bill + owner charge	A base-amount bill for the vendor and a marked-up owner charge. The owner is never double-charged the markup.
Owner charge only	Charges the unit's owner directly. No vendor bill is created in Track. Pay vendors through bill pay instead.

You can also set a Labor GL account and Supplies GL account, or leave them blank to use the work order's GL account.

Streamline options

Streamline settings such as Close Work Order After Sync, Hourly Rate, and Include Notes to Work Order affect how sends behave. See Streamline.

Tip: Filter by Ready status before selecting, so every row you pick is eligible to send.