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How to use the contractor's portal

We will show you how to use the contractors portal from a contractors perspective. You can send this to your contractors for reference.

Pappu Shah avatar
Written by Pappu Shah
Updated over 4 months ago

Objective:

This article will guide contractors through the use of the PropertyStack portal, explaining the different sections and their functionalities to help manage their tasks efficiently.

In this Article, You Will Learn How to:

  • Navigate the Jobs section

  • Use the Calendar for bookings

  • View and manage job details

  • Understand the reservation details and field notes

  • Understand the different user roles (Admin and Team Member)

Step 1: Access the Jobs Section

  1. Navigate to the Jobs section on the left-hand menu.

  2. Click on the "Jobs" option to view the list of current jobs assigned to you.

  3. The list includes job details such as property address, description, job type, due date, urgency, and status.

Step 2: Filter Jobs by Status

  1. You can filter jobs by their status: Open, Pending, and Completed.

  2. Click on the respective tabs to view jobs under each status category.

    • Open Jobs: Jobs that have not been accepted

    • Pending Jobs: Jobs that have been accepted but not completed

    • Completed Jobs: Jobs that have been completed

Step 3: View Job Details

  1. Click on any job in the list then click on icon to open the Job Overview page.
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  2. This page displays comprehensive information about the job, including:

    • Date Created

    • Property Listing

    • Due Date and Time

    • Contractor Needed

    • Contractor Assigned

    • Owner Approval

    • Description of anything extra needed for the job

Step 4: Understand Reservation Details & starting the job

  1. On the Job Overview page, scroll down to the Reservation Details section.

  2. This section provides specific details about the reservation, including:

    • Reference Number

    • Dates of the reservation

    • Guest Count

    • Booking Channel

  3. You will find the Field Notes section. This section allows you to:

    • Start a timer to log the time spent on the job

    • Upload photos related to the job

Step 5: Access the Calendar

  1. Navigate to the Calendar section on the left-hand menu.

  2. Click on the "Calendar" option to view the booking calendar.

  3. The calendar displays bookings for different properties, helping you manage your schedule efficiently.

UPDATED:
Step 6: Accessing the user's section

  • We have now added different users for the contractors

  • This is now more suitable for rostering team members for different cleaning jobs.

Step 7: Understanding User Roles

Admin Role:

  • Admins can view and manage all tasks for all properties within the portal.

  • They have the authority to approve or decline tasks and assign them to team members.

Team Member Role:

  • Team Members only see the tasks that are specifically assigned to them.

  • They can update the status of their tasks and provide notes or attachments as needed.

Step 7: Inviting Users & Setup

Inviting a New User:

  1. Access the Users Section: Click on "Users" in the left-hand menu.
    ​

  2. Add User: Fill in the user details, including name, email, and role (Admin or Team Member).

  3. Send Invitation: Click "Invite User" to send an invitation via email.

Setting Up Account:

  1. Email Invitation: The invited user will receive an email with a link to set up their account.

  2. Account Activation: The user follows the link to create a secure password and access their tasks on PropertyStack.

Conclusion

By following these steps, contractors can effectively use the PropertyStack portal to manage their tasks, view job details, track reservations, and maintain field notes. This streamlined process ensures that contractors have all the necessary information and tools to complete their jobs efficiently and stay organized.

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