How Do I Add Multiple Contractors To One Issue?

Modified on Fri, 1 Aug at 4:37 PM

Industry type - all


Available with - Essentials

There may be instances where more than one contractor is needed to attend an issue at one of your properties. Currently, it isn't possible to instruct works to more than one contractor in the same issue. But we do have a workaround!

Please click the Actions button within the issue you would like to add more than one contractor, and then the Duplicate issue button:

The system will give you a prompt to ensure you would like to duplicate the issue. In here, you can see that the issue description, attached photos, occupier & landlord details will all be copied from the original issue, but any contractors/quotes will be excluded:

Please note, any comments on the issue will not duplicate over.

The duplicated issue will be easily accessible via the Related tab, under the Linked issues section on the original issue: 

From here, you can click into this issue and instruct an additional contractor to carry out works. The process will remain the same as the one you usually follow to instruct contractors. Please find our article on how to instruct works to contractors here.

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