Work Order (Extras) Post Settlement

Owned by Sean Connaghan (ITD)
Last updated: Aug 19, 2021 by Justin Yang (ITD)
2 min read

(Posted on SchedulePro on 12/8/2017)

Work Order (Extras) Post Settlement

SchedulePro Users,

Please review the Post Settlement Work Order guideline below.  It outlines how and when we should be using Work Orders for houses that have settled.  This is not going to be cut and dry and will take sometime to figure out, so please be patient as we come together to solidify a solution that works for all parties. As we continue to move this process forward remember our objectives of doing this in the first place.

  1. Know your options
  2. Know your cost
  3. Set Expectations
  4. Keep the process moving

Please reach out to your local division office or Area Lead if you have any questions or concerns.  Multi-Region Vendors can reach out to their regional contacts.

Work Order Training Site

  • Work Orders (WO) Post Settlement
    • Work Orders will be required if a Project Manager schedules the work and the cost will be billed to account 121 (homebuilding account)
      • PJM can send WO to vendor or WO can be created by vendor, (this can be by decided by region).
      • Since PJM scheduled work; cost will go against account 121. PJM should understand the cost of the work he/she is asking to be completed will be coded like any work he/she schedules during construction.
      • There is a 90 day cut-off period of when a work order can be created. If PJM schedules work any time after settlement, WO is required.
        • If work is being billed to account 121, WO is required.
      • If PJM is doing work for a Service Manager, he does NOT have to do WO, PJM is responsible for notifying vendor that request is for Service Manager, vendor should always ask if WO is required.
      • PJM should provide the name of the Service Manager so that the vendor can send bill to their attention. Bill should not go to PJM. If bill is going to PJM, then WO should be required.
    • If Service Manager needs work completed
      • Service Manager calls in work and tells contractor it’s for Service.
      • Tells vendor WO is not required.
      • Work gets completed and invoice is sent in to Service Manager's attention.
    • Any requests via the Call Center do not need a WO to visit the home. 
      • If during the service visit the vendor determines billable work is needed, the vendor should contact the person assigned to the ticket for further direction. Once contacted the guidelines above apply.