Industry type - all


Available with - Essentials



The Managed Contractor feature allows you to mark contractors as 'managed' and book jobs straight into their calendar when instructing jobs to them.


If this is something you'd be interested in, please contact our support team and we'll turn this feature on for you. 


Then, you can mark a contractor as managed by going into their profile and set Manage Calendar to Yes and Save:




Now, when you use the Instruct Works workflow, you will see a second tab called Managed, where you will be able to find your managed contractors:





You can select the contractor and book the appointment slot straight into their diary. You can also select whether this appointment date and time and has been agreed with the occupier. If not, and if the occupier has requested to be present at the time of the works, the issue will go to the status Job awarded, awaiting appointment date acceptance as usual. 





The contractor will then receive an email notifying them of the appointment date and whether or not this has been agreed with the occupier. This email will contain the job details, a link to the issue in Fixflo and a calendar invitation so that they can book this straight into their email calendar.