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Accepting and scheduling a work order

A step-by-step guide for trades to accept, schedule, or decline work orders in Tapi.

Rebekah Osborne avatar
Written by Rebekah Osborne
Updated this week

Overview

When you receive a work order from a property manager, you can easily review the details, confirm if you can complete the job, and schedule a visit with the tenant — all within Tapi.
This helps keep communication clear, ensures safety compliance, and provides automatic updates to tenants and property managers.


How to Accept and Schedule a Work Order

Step 1: Open and Review the Work Order

You’ll receive a work order request via email.
Click the white button in the email to open the job and view all details.

On the left-hand panel, review:

  • Job description and requirements

  • Property details

  • Any property hazards or policies added by the property manager

If you cannot complete the work:

  1. Click Decline Work Order.

  2. Optionally, add a message for the property manager to explain why you’re declining.

Step 2: Contact the Tenant

Once you’ve reviewed the job, contact the tenant to arrange a suitable time for the work to be completed.
Clear communication at this stage helps ensure a smooth experience for everyone involved.

Step 3: Schedule or Accept the Job

When you’ve agreed on a date with the tenant:

  1. Enter the scheduled date into Tapi.

  2. If you’re not ready to confirm a date yet, select “I will schedule this job later.”

    • Tapi will automatically remind you later that this job still needs to be scheduled.

  3. Review any health and safety information provided.

  4. Tick “I have read the health and safety information on the work order.”

  5. Click Accept & Schedule Job.

After scheduling, you’ll return to the work order screen, where the scheduled date will now be visible.


Automatic Notifications

Once the job is scheduled:

  • Tenants will automatically receive an email confirming the scheduled date.

  • They’ll also receive a reminder before the appointment.


Watch the Video


Tips & Reminders

  • Always read property hazards and safety notes before attending a job.

  • Use clear notes when declining a job — this helps property managers reassign quickly.

  • Remember, tenants are automatically notified of scheduled jobs, so no extra message is needed.

  • To confirm work completion later, see the “Confirming a Job” guide.

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