Preferred Contractors Page Tab

Use this page to store your landlord’s preferred contractor’s details.

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 1.   Click “Add” in the top left hand corner.

2.   Click on “Choose” to select your contact (as for Solicitor/Accountant) and add any notes about why they are the preferred contractor in the designated notes box.

3.   Save to finish, assign the preferred contractor and return to the landlord form.

You are also able to setup preferred contractors for the property.  This is done on the property record. If you are ever in a situation where you log a maintenance task and the landlord and the property have a different preferred contractor, you can use the notes you have written to help you understand why and make a decision on how to proceed.