TABLE OF CONTENTS
Lettings
As an agent using a Lettings Professional system, you have the ability to allow your landlords to have oversight of the works planner tab at their properties.
To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance:
Make sure you hit save!
From the Landlord side, they will be able to click 'My properties' to enter their properties, and view the works planner, as shown below:
Block and BTR/PRS
As an agent using the Block and Build to Rent systems, you have the ability to indicate Leaseholder profiles as building Directors.
This allows you to send quotes for approval to these individuals. In addition, you can also allow Directors (created from Leaseholder profiles, guide here) to view the planned maintenance works planner for their building(s).
To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance:
From the Director side, they will be able to click 'My blocks' to enter their building(s) and view the works planner, as shown below:
