Industry type - Lettings

Available with - Professional

Click here to enrol for a free course on planned maintenance 

When maintenance issues are closed down by agents, any certificate document that has been added by the contractor will attach to the Service Event automatically. Depending on whether the event requires review or not, this may lead to the event auto-completing, or going into the status 'Awaiting review' - do check out our guide here which covers this in more detail.

Once the event is marked as Complete, there is the option to configure an email notification to the assigned agent of the service event to notify them.

To action this, an administrator user can click via Setup > Settings > Notifications. Within the 'Agent notification defaults', amend the following to 'Send':

Once the certificate is added and the event marked as Complete, the assigned agent of the event would then receive the below email notifying them the document has been added. The certificate document itself is attached to the email, so can be downloaded as required:

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.