Planned Maintenance – Uploading Certificate Documents

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Once the contractor has completed their work, the agent or contractor can upload appliance warranties, certificates or other completion documents and mark the job as complete. If a certificate is uploaded, the contractor can also provide an expiry date. The tenant, landlord, contractor and agent can see these documents if the relevant view-permissions are selected (guide here).

To upload the certificate document:

1. Go to Planned Maintenance > Service Events and search the address or template name you would like to choose:

2. Once you've selected the event go to the 'Completion' section and click on the 'Certificate documents' icon to upload the document. Please note, if a certificate was added to the associated issue itself, it will pull through to the service event here:

3. Once a certificate is uploaded, a modal will appear allowing you to enter the relevant start and expiry dates. In addition, you can decide here whether the certificate itself is accessible to view as other user types associated to the property:

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You can find out more about sending these certificates directly to occupiers here. 

As part of our Contractor Marketplace service, we have partnered with contractor networks that can perform different service events for your agency, helping you stay compliant. Please find more information in this guide.