How to add contractor details to a work task

Adding contractor details is the information you provide the external person such as a tradesperson to enable them to complete the maintenance or repairs on the property. This guidance will show you how to do that.

1. Navigate to Work Tasks under Properties.
2. Filter to show All Work Tasks
   
   
   
3. Use the search function to find the work task you are currently working on and double click to open.
   
   
   
4. The work detail you created is now displayed in the table.
5. Navigate to the top menu and click on THIRD PARTY.
   
   
6. Fill in the following:
   • External job no. (if you receive one)
   • Expected on-site date (once you know this)
   • Leave the contractor status blank
   • Alerts, hazards, and items of note
   • Access instructions and information regarding keys
   • Additional Instructions/comments
     
     
7. Save.