Industry type - all

Available with - Professional

If you have multiple occupiers at a property, you can set up a Co-pilot rule to notify all of them, rather than just the 'reporting occupier', when an issue is raised from a service event.  

You will first need to make sure that the occupier is added to the issue in the service event template. 

You will then need to go to Co-pilot and set up a new rule with a filter for 'Issue type'. From here you will need to select 'Planned':

Then select the action 'Notify' and 'All occupiers'. You can then add any text you wish:

For Block and BTR agencies, this will only apply to service events at unit level.

As with any Co-pilot rule, check the rule is correct and tick 'Rule is enabled'.

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.