Helpdesk Rate Card and Work Order Feature

Helpdesk Rate Card and Work Order Feature

Introducing ADDA's Helpdesk Rate Card Feature, addressing the frustration many HOAs face in managing work orders and invoices separately. Say goodbye to the hassle of juggling between as this solution seamlessly integrates resident requests, admin approvals, and invoice creation. Just like HelpDesk Tracker serves as the Complaint Register, the Helpdesk Rate Card goes beyond, allowing HOAs to set prices for various services requested by residents  Now, your HOA can efficiently handle everything from request to invoice, ensuring your books of accounts stay up-to-date.
Follow these steps to configure or edit default categories according to your HOA's needs:



How to Setup Helpdesk Rate Card? 


Step 1 : Go to ADDA Dashboard >> Help Desk Tracker >> Scroll Down >> “ Service Charge Setup” Set your predefined rates


Step 2: Enter the required information such as the "Service Name” >> choose the appropriate "Income Account" >> specify the amount, and tick the checkbox if TAX is applicable >> scroll down and click on the "Save" button.


How to Raise Work Order Charge?


To raise a work order charge, follow these steps:


Step 1: Go to the Helpdesk Tracker >> Open Requests >>  Search the specific request for which you want to apply the work order charge >> Click on "View" to proceed.


Step 2: Within the ticket screen, navigate to the "Post Service Charges" section. Select the relevant service, specify the quantity, and review the TAX and total amount. Click on "Post Service Charge" to proceed.


What happens once the service charges are posted?


Once the work order charge is posted, the details will be displayed in the Helpdesk Request thread. Both admins and residents can view these details on the app and resident portal, Owners and administrators can include comments and replies regarding the work order. Additionally, internal communication among admins is facilitated.




Where will the admin find the invoices for the service charges?


When charges are recorded for a unit regarding a requested work order, an invoice is generated simultaneously. This invoice is reflected in the dues of the specific unit under "Member Income" in the "Sub Ledger" section, accessible through the "View" option. The amount indicated will be paid in the same manner as the maintenance fee, membership fee, etc.



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