Assigning a Contractor

Each Maintenance Issue can have a number of Contractors assigned to inspect, quote or complete. Select Related Contractor Jobs within the Maintenance Issue to add a contractor.

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Select Add New Job

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An Add Contractor Job Window will appear:

Start Date: Automatically defaults to today’s date.

End Date: Automatically defaults to 5 days Later.

Note you can change these dates to match the contractor Start and End Date.

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On the same screen, select the + symbol within the Landlord field. This will bring up a box to Create New Contractor.

Note: If a contractor is already within your system, just start entering the name and it will appear to be selected

Job Description: Is recommended to be used for the description of the works required by that single contractor. For example, if you have a maintenance issue for Fitting a Bathroom, you can assign multiple contractors. For example a tradesman for Tiling, and Electrician for wiring. Each doing a part of the entire maintenance issue. This way easily group contractors under a maintenance issue.

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Once the details have been entered, Save Contractor Job. It will display as within Contractor Jobs List Window.

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By selecting the Contractor Job Title, you can add more details of the stages of the job or complete and add expenses to be billed.

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To change status details, just select Edit Details button and change Status, Start, End date or Contractor Job Description.

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