Using Buildfolio Web

The Work Order Cost tab “GST” is designed should the work order is chargeable to Tenants/Callers. The GST will remains only if you input in the Charge for any of the item/s.

Understand that there are special cases where there are no chargeable items to tenants/callers as the use case for Buildfolio is to track your Accounts Payable for FM Operations, for you to keep track of the real cost with GST for those GST registered vendors.

You can follow the steps for GST registered vendors that in the Work Order Cost tab:

1. For the Caller section – Chargeable, tick on the ‘Yes, this work is chargeable to the caller’.
2. At all the items applicable for the Work Order, in the Charge ($) indicate the same rate as cost.
3. Click on Save button. In this occassion, the GST will be the actual Account Payable amount for this Work Order.

The technician did not appear for you to select during the Work Order creation for the following reasons:
1. The particular technician is not given location access.

2. The particular technician is not given the work type access.

To ensure that you are able to select the technician, please do the following steps:
1. Go to User/Labor Management > Manage User

2. Select the particular Supervisor

3. In the Access tab, ensure that the Work Order location is given access to the supervisor. If not given, please do select the location and click on Add button.

4. In the Access tab, ensure that the Type of Service is selected.

5. Click on the Save button.

The supervisor did not appear for you to select during the Work Order creation for the following reasons:
1. The particular supervisor is not given a Management role.

2. The particular supervisor is not given either the location or work type or both access.

To ensure that you are able to select the supervisor, please do the following steps:
1. Go to User/Labor Management > Manage User

2. Select the particular Supervisor

3. In the Roles tab, select the Management role.

4. In the Access tab, ensure that the Work Order location is given access to the supervisor. If not given, please do select the location and click on Add button.

5. In the Access tab, ensure that the Type of Service is selected.

6. Click on the Save button.

To create assets for an area, please do the following steps:

1. Navigate to the Location/Asset Management -> Manage Property
2. Select the area from the Location drop-down list
3. Navigate to the assets tab -> Click Add New Asset
4. Select Asset Type
5. Fill in the information for the rest of the tabs
6. Click Save