Objective:
Learn how to add a new contractor or cleaner to your PropertyStack system.
In this Article, You Will Learn How to:
Navigate to the Contractor List in PropertyStack.
Enter detailed information for a new contractor or cleaner.
Save the new contractor or cleaner to your list for future assignments.
Step 1: Navigate to Contractor List
Log into your PropertyStack dashboard.
Click on the 'Users' icon on the left-hand sidebar.
Within the Users Menu, select 'Contractors List'
In the Contractors List view, click the '+ Add Contractor' button at the top.
Step 2: Enter Contractor Details
Choose the contractor's specialty from the available icons at the top of the 'Add Contractor' dialog.
Fill in all necessary fields, including company name, contact name, email address, phone number, and business address. Ensure to input details like ABN and license number if applicable.
Set the 'Show Pay Details' switch to 'Yes' if you want to include payment information.
Step 3: Save the Contractor Profile
Once all the details are correctly entered, click the 'Save' button to add the contractor to your PropertyStack account.
The contractor will now be available in your list for any future work orders or service requests.
Note: If a user already exists within Propertystack, a cool tip (and this works for all softwares) in order to distinguish a "new" user. You can add a +number and software will recognise this as a new user
For example. if you have an email "[email protected]" and that email already exists within Propertystack (they could already be working with another company in Propertystack) All you would need to add is "[email protected]"
All communication will still go through to "[email protected]" email. But it will be recognised as a new user within software.
Conclusion
Adding a new contractor or cleaner to your PropertyStack is a simple, three-step process that can be quickly completed. With this method, you can efficiently build up your network of service providers, ensuring your properties are always maintained to the highest standard.