1. Setting a preferred contractor
Throughout the system, preferred current contractors will appear at the top of the contractor dropdown menus (See example below).
To set a contractor as preferred:
Go to Contractors > View contractors
Locate the relevant contractor
Click on the edit pencil icon
Tick the Preferred contractor checkbox
Click Update contractor
2. Adding a preferred contractor note
If a landlord has specific preferred contractors for their property, an important note can be added to record this information.
Go to Lettings Properties > Important notes
Click on + Property note
Select the property address
Set the type of note to Preferred contractor
Populate the Description field as required
Click Submit
Throughout the system, a red *PC code will appear next to the property notes icon which will alert users to the fact that this property has a preferred contractor (Shown below). Hover over the notes icon to view the full note.
