7. Door Lock
Lock Set
1 2 Lock Box
Knob lock & Dead Bolt
Key Code
Digit Ending in Key Code
0,1,2
3,4,5,6
7,8,9
67767
35241
44535
Last 4 Digit of LOAN INFO
9. Recurring Task
Grass height
must be shorter
from 2 inches
after cutting
Grass Cut
* Height Cross 3 inches
* Walkways and
Driveways
* Anti-slipping agent
for slippery case
Snow Removal
Clean interior
and install air
freshener.
Sales Clean
Every
12-14
Days
Whene
ver
snow
falls
Every
1
Month
11. Important Tabs of PPW
a. Work order Number
b. Work Type
c. Address
d. Loan Info
e. Due Date (Client, Vendor)
f. Work Order Instruction
Completion information and
bids by the vendor.
a. Work Order Note
b. Property Note
General Info Job Note Bid/Completion Info
Photo/Documents
Photos uploaded by the vendors
and important documents
uploaded by the client team and
processing team.
Invoice
a. Contractor Payment
b. Client Payment
12. After
Before
The vendor sends
initial status of the
work
During
Work Process From Vendor
Here the vendor send photos to agent basis of their works
The vendor send
the on process
work look of the
work
The vendor send the
final look (Work done)
of the work
13. INVOICE
BID
Here processing
team bid for the
work price and
submit to portal
COMPLETION
National Client Portal Submission
Process
The completion of
the work done by
the client submitted
to portal
Invoice of the total
work payment
submission
14. Anything that has
utility or personal and
emotional value
Personals (
Reusable )
Has no values
Anything that will rot
or spoil overtime.
Ex.: Food Items.
Debris ( Not
Reusable )
Raw/Perishable/Haza
rdous Debris
CYDS =
𝑳𝒆𝒏𝒈𝒕𝒉∗𝑾𝒊𝒅𝒕𝒉∗𝑯𝒆𝒊𝒈𝒉𝒕
𝟐𝟕
15. Lawn Size Lot Size
Property area excluding all building Property area including all building
Vendor is paid based on Lawn Size
Client is invoiced based on Lot Size
16. Work Order Life Cycle
The work has not
been assigned to
any contractor yet
Unassigned
1
The work is being
performed
Infield
3
A processor has
taken the work order
and is working on it.
Invoiced
5
Work has been
assigned but the
contractor has not
open the PPW yet
Unread
2
The Work is
completed and
photos/bids have
been uploaded to
PPW
Ready for Office
4
work has been
submitted to client
side and the invoice
has been finalized
for both vendor and
client.
Closed
6
17. Follow Up
Special Case
Any Additional/Corrective instruction regarding
the work order is provided to the vendor in
follow up
18. Work Order Priority
1 3 5
4
2
Stop Coded
Urgent Due Date Future Due Date
Rush Past Due Date
20. Winterization Process
a. Shut the main water supply and zip tie it
b. Drain Water heater.
c. Open all faucets, valves and release all the water from inside.
d. Apply forced air with a compressor to remove the remaining water.
e. Perform pressure test (35 PSI for 30 minutes)
f. Pour Pink Non-Toxic antifreeze into the drains.
g. Clean all toilets with anti-microbial.
h. Place winterization stickers on all drain lines, water fixtures, boiler, water heater,
electric panel, front door, front window.
21. Mostly common
Less expensive
Have furnace
Dry Heat
Have boiler
Radiator
A bit expensive than dry
heat.
Have boiler
Very expensive
Wet Steam Wet Radiant
Heating Systems in House
22. Bid approved line item tasks
Any work related to
secure the property.
Ex.: Lockbox, door
crash.
Request from the client
to bid for any specific
damage or for the whole
property conveyance
issues.
Bid Approval Bid Request Securing
Inspection
Detail photos of the interior or
the exterior of the property.
Miscellaneous Work Type
Any corrective,
securing, or small task
Work Order Types
24. Notes
Job Notes
Together
Together look at the
photos and fill out PCR
(Property Condition
Report)
Open
Open the work order
instruction
Enter
Note
Method
O
N
E
T Enter the information
into client’s site
