Help center / Work orders + approvals
Sending each kind of work to the right person
Open More, then Who gets what. One row per kind of work, one name against each. A new roof request then goes straight to whoever looks after roofs, and they get an email with a link that signs them in and lands them on it.
Every row starts as "Nobody yet"
Which is exactly how the software behaves today: nothing is assigned, and the whole board sees it on the dashboard under Waiting on you. You do not have to fill this in, and a half-filled table is fine. The rows you leave alone keep working the way they always did.
It never takes something off somebody
If a request already has a person on it, this leaves it alone. It only ever hands over brand new requests, so nothing already on anybody's list will move by itself.
It works whichever door the request came through
A neighbor filling in the form on your community's website, an email arriving at your community address, a schedule creating its own job, or you typing one in: all four route the same way.
The person on the receiving end cannot tell the difference
A routed handoff sends the same email, and writes the same line in the work order's history, as one where a board member picked the name by hand. Nobody has to learn that there are two kinds of handoff.
If somebody leaves the board
Their rows stop routing rather than failing: the work waits for the board as if the row had never been set. Pick a new name when you have one.
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