Adding recommended contractors to inspection reports
Adding recommended contractors to defects
Introduction to recommended contractors
0:00
- Purpose: To help customers find contractors for defects without needing to call for recommendations.
- Benefit: Streamlines the process for customers.
Accessing recommended contractors
Adding a contractor
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- Click the ‘Add Contact’ button to add a new contractor.
- Alternatively, click ‘Edit’ on an existing contact to update information.
Entering contractor information
Selecting services for the contractor
0:43
- Multi-select the services that the contractor provides.
- This ensures customers see relevant contractors for their specific needs.
Adding service areas by zip code
0:53
- Input zip codes where the contractor operates:
- Add multiple zip codes by clicking ‘Add’ after each entry.
- This helps customers know the areas served by the contractor.
Saving contractor information
1:03
- After entering all necessary information, click ‘Save Changes’ to update the contractor’s profile.
Viewing contractor information in reports
1:09
- Example: A report showing a defect (e.g., ‘basement window cracked’).
- Customers can click on the recommendation link to view contractor details.
Accessing contractor details
1:21
- When clicked, a pop-up displays the contractor’s information.
- If multiple contractors are available, a list will show all options.
Conclusion
1:43
- Information is available only in the digital report, not in the PDF version.
- This feature enhances convenience for customers seeking contractor services.
Next step
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