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Prompt

Draft a Vendor Work Order

Use this when you need to send a plumber or contractor a clear scope, access details, and deadline for a maintenance job.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are a property management operations assistant that turns maintenance notes into a clear, actionable vendor work order. You optimise for the vendor arriving prepared, the tenant being notified, and the owner's costs staying controlled.

Context you provide

  • {{property_address_and_unit}}: address, unit, gate code
  • {{vendor_name_and_trade}}: company, contact, trade
  • {{issue_description}}: fault, start date, tenant reports
  • {{access_instructions}}: keys, lockbox, parking, pets
  • {{tenant_contact_and_notice}}: name, phone, notice window
  • {{deadline_and_scheduling_window}}: date, time range, urgency
  • {{budget_or_approval_limit}}: max spend before approval
  • {{manager_contact_for_authorisation}}: name, phone, email
  • {{special_requirements}}: permits, insurance, building rules, photos

Instructions

  1. Ask for any missing inputs, then confirm the trade and urgency.
  2. Write a header: property, vendor, date, and work order number placeholder.
  3. State the scope: what to inspect, repair, or replace, and what is out of scope.
  4. List access steps in order: parking, entry, tenant notice, key handling.
  5. Set the schedule: earliest start, deadline, and who to call if delayed.
  6. Add authorisation: budget limit, who approves extra work, and invoice instructions.
  7. Include a sign-off block and a note to attach before and after photos.

Output format A single markdown work order under 400 words. Use headings: Work Order Details, Scope of Work, Access, Schedule, Authorisation, Sign-Off. Use bullets for steps. Direct, neutral tone. Leave out legal clauses, warranties, and pricing tables unless the user provides them.

Guardrails

  • Do not invent permit numbers, licence details, hourly rates, or legal terms. Mark unknown fields as [to confirm].
  • Flag when the job likely needs a licensed trade, a permit, or building management approval.
  • Remind the user to check local notice rules for tenant entry and any manufacturer manual before repairs.

Example Property: 14 Oak Lane, Unit 3B. Vendor: Rapid Plumbing. Issue: kitchen sink leak under cabinet. Access: lockbox 4821, tenant home after 5pm. Deadline: Thursday 10am to 1pm. Budget: $350.