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How to use automation to provide the contractor with tenant contacts details within the email they receive

Tenants details displayed will depend on whether the job is related to:

  • property – All tenants in the property will list
  • unit – Tenants in the unit will list
  • Tenancy – Tenants on the tenancy will list

 

Triggers

Tenants’ details are provided at the point the management team will want them shared (If at all). There are three triggers

  1. Contractor invited to workorder
  2. Workorder accepted by Contractor to quote for a job
  3. Workorder assigned to contractor

 

Add the action

This is linked to How to add an action to a triggers

When adding the action the relevant variable is called Related tenants

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