Report overview
This report provides detailed information on all your work orders, allowing you to assess performance and understand the status of each job.
Once you generate the report, you will receive an email to download the report once it is ready.
Report filters
You can filter this report down by:
Business units
Location groups
Whether the work order is completed or not
By default, we will exclude completed jobs, unless you opt out of this using the dedicated toggle
Whether the work order is cancelled or not
By default, we will exclude cancelled jobs, unless you opt out of this using the dedicated toggle
Report columns
Column name | Example field output | Column description |
Work order ID | 1236752 | The ID of the work order |
External reference | WO-152/3 | The external reference of the work order, if provided |
Business unit | Plentific Housing | The business unit associated with the location of this work order |
Category | Plumbing | The trade category of the work order |
Service | Tap replacement | The specific service of the work order, within the defined category |
Work order description | Please attend and install a new tap. | The description of the work order |
Work order title | Tap Repair | The custom title given to the work order
This field may be blank if a custom title is not provided |
Scope of works primary codes | 631303,631327 | A comma-separated list of the primary codes (SoR codes) given with the description of the work order as part of the scope
This field may be blank if no price list items are provided in the scope of the work order |
Address | 1 The High Street, London, WC1 2FS | The location's address for this work order |
Location reference | 173HS6 | The unique reference code given for the location |
Account code | 123 - Responsive repairs | The account code set for this work order |
Status | invoice_paid | The status of the work order
A detailed explanation of each status can be found here: https://help.plentific.com/en/articles/324110-what-do-the-statuses-of-a-work-order-mean-in-the-csv-reports |
Emergency | TRUE | Will be returned as 'TRUE' if the work order's 'emergency' toggle is 'on'. Will return 'FALSE' if the toggle is off |
Tags | Resident recharge, Damp & mould | A comma-separated list of the custom tags applied to the work order
This field may be blank if no tags are attached to the work order |
Work order posted | 2025-05-01 00:20:06 | The date and time that the work order was posted to one or multiple delivery methods for fulfilment |
Delivery method | MARKETPLACE | Shows the delivery method used for the work order
Will return MULTI-ROUTE if multiple delivery routes are selected |
Priority | Medium | Returns the priority level assigned to the work order |
Due date | 2025-05-13 | Returns the due date and time set on the work order
This field may be blank if no due date is set |
Reported by | Jane Doe | The name of the resident who reported the repair
This field may be blank if no name is entered during work order creation |
Reported date | 2025-05-01 08:31:26 | Returns the date and time that the person reported the repair that is set on the work order
This field may be blank if no reported date is set |
First quote created | 2025-05-01 14:42:28 | The date and time that the first quote was received on the work order
This field may be blank if the work order is not yet dispatched |
Number of quotes | 10 | The number of quotes that have been received on the work order
This field may be blank if the work order has not received any quotes yet |
Accepted quote created | 2025-05-01 14:46:31 | The date and time that the quote which was accepted was created
This field may be blank if no quotes have been accepted yet |
Quote accepted | 2025-05-01 19:03:58 | The date and time that the quote was accepted
This field may be blank if no quotes have been accepted yet |
Quote accepted by | John Smith | The name of the staff member who accepted the quote |
Quote contains site visit | TRUE | Will be returned as 'TRUE' if the work order's accepted quote is marked as a site visit. Will return 'FALSE' if the quote is not marked as a site visit |
Lowest quote amount | 240 | The value of the lowest amount of the quote that was received on the work order |
Highest quote amount | 438 | The value of the highest amount of the quote that was received on the work order |
First accepted quote | 347 | The value of the first accepted quote amount on the work order |
First time quote accepted | 2025-05-01 19:03:59 | The date and time that the first quote was accepted
This field may be blank if no quotes have been accepted yet |
Accepted quote VAT | 50 | The amount of VAT on the accepted quote |
Contractor name | Top Plumbers Ltd | The name of the contractor who has been hired |
Avg. review of contractor | 4.3 | The average star rating of the hired contractor |
Last accepted quote (variation) | 400 | The amount of the last accepted quote variation
This field may be blank if no quote variation has been submitted or accepted yet |
Last quote variation received date | 2025-05-09 10:13:56 | The date and time that the quote variation was accepted
This field may be blank if no quote variation has been submitted or accepted yet |
Pending variation | 430.73 | The amount of any pending quote variation
This field may be blank if no pending quote variation exists |
Last booking from | 2025-05-21 11:30:00 | The start time of the last booking on the work order
This field may be blank if no booking has been created yet |
Last booking to | 2025-05-21 15:30:00 | The end time of the last booking on the work order
This field may be blank if no booking has been created yet |
Booking count | 3 | The number of bookings on the work order
This field may be blank if no booking has been created yet |
Attended booking count | 1 | The number of attended bookings on the work order
This field may be blank if no booking has been marked as 'attended' yet |
First attended booking from | 2025-05-21 15:45:00 | The start time of the first booking that was marked as 'attended' on the work order
This field may be blank if no attended booking exists yet |
First attended booking to | 2025-05-21 18:45:00 | The end time of the first booking that was marked as 'attended' on the work order
This field may be blank if no attended booking exists yet |
On site work completed date | 2025-05-21 17:00:00 | The date and time that the 'on site works' were marked as completed
This field may be blank if the 'on-site works' have not been completed yet |
Completion report submitted | 2025-05-21 17:00:00 | The date and time that the completion report was submitted
This field may be blank if the completion report has not been submitted yet |
Invoice created | 2025-05-01 12:59:47 | The date and time that the invoice was created
This field may be blank if the invoice has not been created yet |
Invoice paid | 2025-05-15 09:01:16 | The date and time that the invoice was paid
This field may be blank if the invoice has not been paid yet |
Invoice amount | 72.00 | The value of the invoice of the work order |
Invoice VAT | 12.00 | The amount of VAT on the invoice of the work order |
Invoice contains site visit | TRUE | Will be returned as 'TRUE' if the work order's invoice has at least one line item that is marked as a site visit. Will return 'FALSE' if the invoice does not have any line items that are marked as a site visit |
Invoice approved | 2025-05-07 07:41:39 | The date and time that the invoice was approved
This field may be blank if the invoice has not been approved yet |
Invoice added to batch | 2025-05-07 14:01:24 | The date and time that the invoice was added to a payment batch
This field may be blank if the invoice has not been added to a payment batch yet |
Last message sender in this work order | Client sent last message | Will return 'Client sent last message' if someone within your organisation sent the last message on the work order. Will return 'Tradesman sent last message' if the contractor sent the last message on the work order |
Last message date | 2025-05-01 11:08:31 | The date and time that the last message was received on the work order |
Type of work order | FOLLOW_ON | Denotes the type of work order. May be 'STANDARD' for a standalone work order, 'FOLLOW_ON', or 'RECALL' |
Reason for recall | Equipment Or Parts Failure | Returns the reason that the recall was requested
This field may be blank if the type of work order is not a recall |
Work order assignee | Alan Jones | The name of the user within the organisation who is designated as the assignee of the work order
This field may be blank if there is no assignee defined |
Customer name | Emma Smith | The name of the customer associated with the work order |
Customer phone | 447711223344 | The phone number of the customer associated with the work order |
Access notes | Please use the rear gate for access | Any access notes on the work order
This field may be blank if no access notes are provided |
Visitation rules | CONTACT_PM_BEFORE | Any visitation rules on the work order
This field may be blank if no visitation rules are provided |
Review given for this work order | 4 | The review score given for this work order (out of a max. 5)
This field may be blank if no review is provided |
Cancelled date time | 2025-05-22 12:56:15 | The date and time that the work order was cancelled
This field may be blank if the work order is not cancelled |
Cancellation reason | Agent Raised In Error | The reason why the work order was cancelled
This field may be blank if the work order is not cancelled |
Related work order | 1350461 | The related work order's ID
This field may be blank if the work order is not linked to any other |
Linked resource ID | tsk_1234 | The linked resource's ID
This field may be blank if the work order is not linked to any other objects in Plentific |
DBS work order | TRUE | Will be 'TRUE' if DBS is required for the work order. Will be 'FALSE' if not. |
Location groups list | North Region 1, Rentals | A comma-separated list of any location groups that the address is within
This field may be blank if the location does not belong to any location groups |
Rejected by internal workforce | FALSE | Will be 'FALSE' if this work order was not initially sent to the internal workforce and rejected by them. Will be 'TRUE' if it was |
Is recharge | TRUE | Will be 'TRUE' if this work order was set as a recharge. Will be 'FALSE' if not |
Housing officer | Olivia Angel | The name of the housing officer assigned to that location
This field may be blank if no housing officer is assigned to that location |
Operative names | Jack Jones | The name of any internal workforce operatives assigned to complete the booking
This field may be blank if the internal workforce is not the team assigned |
Work order metadata fields |
| Any work order-related metadata added |
Location metadata fields |
| Any location related metadata added |
FAQs
I cannot see my work order listed in the report - why?
When running the export of this report in the user interface, the date range set works off of the date that the work order was created. Please check that the datetime range set is inclusive of when the work order was created. If you are still having issues, please contact Plentific's support team.
I see multiple rows in the report for the same work order - why is this?
In cases where a work order has multiple invoices (some of which are 'interim' invoices, and some of which are 'final' invoices), we will return multiple rows in the report for the same work order.
In the invoice-related columns of the report, you will see different financial values for each invoice that has been issued.