Merging Issues

Please note, If you are a lettings customer on an essentials package or above and do not have this feature, please reach out to the support team who can review the agency's settings and make any ammendedments.

This feature saves a lot of repetitive manual work. When multiple issues under the same property need to be instructed to the same contractor to be completed, an agent can merge any reported issue as long as it is within the same property. 

How do you merge an issue?

When you click on an issue, if there are other reported issues at the property in the reported status, you will be able to merge these issues together on the next steps page. 

To review the issues that are available to merge, simply click on the 'Review issues to merge' button.

Once you have clicked on this button, this will open up another page where you will be able to review the other issues that are available to merge. You will be able to view all the information of the issue such as the issue title, fault detail and occupier details by simply clicking on the arrow that is on the left of the issue title.

To merge the issues into one, a primary issue must be selected alongside the issues you want to merge.

Once you have selected the issues you want to merge and chosen a primary issue for the other issues to sit under, you will need to add an issue title, select the issue priority, and select the lead occupier. Once you are happy with the information you have added, select the proceed button.

When issues are merged, a new issue will be created. This will be a 'Merged issue'. It can then be treated as a regular issue and proceed through the regular workflow to progress and complete it like an ordinary issue.  

If you would like to see the 'Child issues, ' you can go to the detail tab of the issue. Here, you will be able to see a full breakdown of each issue that has been merged. You will also be able to see all the report details, which include the date and time raised information, occupier information, and details of the reported issue. If there are any media uploads, this will also be visible here. 

You will also be able to unmerge an issue from this section and view the original issue that was raised.

Once the issue has been merged, you can proceed with the workflow to complete the issue. 

The child issues will automatically be closed and will have the status 'Closed. Merged into parent issue' as the reason. The new merged issue number can be found under the related tab.

What does the contractor see?

When the contractor is invited to quote for a job, they will receive an email inviting them to quote for the issue. The email will explain that the issue has been merged.

When the contractor is logged into Fixflo, they will be able to see a breakdown of the issues in the Detail tab. 

When providing a quote, the contractor will be able to see the breakdown of the issues that have been merged. 

The rest of the contractor workflow will be exactly the same and can be treated as a normal issue. The works can be completed and invoiced as normal. 

If you wish to see a demonstration on how this feature works, we have a great video that shows how to do this, Please see this article, How to merge issues - Video.