You can manage Propertyware Work Orders in Aptly with bi-directional (2 Way) sync. Once you’ve enabled work order syncing, you’ll be able to mainly work in Aptly.
How to Set Up Work Order Sync
Prior to setting up your integration, ensure that you have a Work Orders board created in Aptly.
- Open App Store in Aptly.
- Select Browse other PM Software Integrations, then Propertyware. You can also find Propertyware in the PM Software category.
- Open Settings for the Propertyware account you want to configure.
- Set Work Orders to Bi-Directional.
- Under Work Order Board, select the board that should receive the work orders.
- Click Save Settings.
Once your integration is saved, all of your open work orders from Propertyware will sync to Aptly.
How to View Work Orders
- Click the Boards icon.
- Select your Work Orders board.
Here you’ll see all of your open work orders synced from Propertyware.
- Creating or editing work orders on this board will reflect in Propertyware and vice versa.
- By default, moving a work order card to a closed stage in Aptly also closes the work order in Propertyware. Close in Propertyware if in closed stage is enabled by default.
Control whether closed stages close work orders in Propertyware
To prevent an Aptly closed stage from closing the work order in Propertyware, turn off Close in Propertyware if in closed stage in that Propertyware account’s integration settings. This setting is saved separately for each set of Propertyware credentials. If you connect more than one Propertyware account, check the setting for the account that owns the work order.
Portal publishing fields
Synced work orders include Publish to Owner Portal and Publish to Tenant Portal fields.