Property managers can request that new contractors are added but before they are a contractor manager needs to authorise it. When a property manager makes this request you will receive an email notifying you
To assign work orders to contractors they must fall into the approved status however invoices may still be approved regardless of the status. Below are some of the other categories:
- Do not use – the Contractor manager has decided that these contractors should not receive work orders
- Suspended – can’t receive new orders as they are currently being reviewed.
- Used by other managing agent – have been setup under a different managing agent and can be used but first need a contractor manager’s approval
- Awaiting approval –needs approval by a contractor manager.
If you need to see the list of all contractors in this status go to the contractor list and change the contractor type to "All awaiting approval (managing agent) contractors" then click filter.
When you select action / details will display the contractor information and the approval status which you can adjust to approved once satisfied with the documentation, accounting reference etc.