Get Property Preservation Wizard

Filling out the Property Preservation Wizard is a straightforward process that ensures your work orders are accurately documented and efficiently processed. This guide provides step-by-step instructions to help you navigate the form with ease.

Follow the steps to successfully complete the Property Preservation Wizard

1. Click the ‘Get Form’ button to access the Property Preservation Wizard form and open it for editing.
2. Review the work order instructions located in the General Info section under Work Order Item Details. Understanding these instructions is key to filling out the form accurately.
3. Look at the work order type to determine what specific actions you need to carry out. There is no need to read through each work order in detail.
4. Consider printing your work order as it will save you time, effort, and provide proof of permission to be on the property.
5. Ensure you upload your photos on the Photo/File Upload page. There is no requirement to flag them upon upload.
6. Use job notes as a primary form of communication. Make sure to relay any important information through this section.
7. If a work order requires forms or documents, refer to the work order itself for guidance. It will indicate whether additional forms are necessary.
8. Find needed forms or documents on the 'Forms & Docs' page or check job notes provided by the Orders Department.
9. Complete and submit your work order by placing it 'Ready for Office' in the General Info tab.
10. Fill out the Bid/Completion page correctly, making sure work completed information is in the left column and any bids are entered in the right column.
11. When taking photos of your work, ensure that you capture before, during, and after photographs from multiple angles, along with any required documentation.
12. Lastly, you can review past invoices anytime in the Property Preservation Wizard's accounting area.
13. Once all sections are filled out, save your changes. You can also download, print, or share the completed form as required.

Get started on your Property Preservation Wizard form online today!