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How do I add a professional?

Updated yesterday

Service Professionals take care of maintenance (cleaning, home improvement, landscaping and lawn care, legal, pets, and others). You can invite them to the system to set up their own portal in the software, and you can communicate and cooperate with them within the system.

Service Professionals can be assigned to maintenance requests. When a Tenant sends you a maintenance request, you can assign it to a connected professional and it will appear on their portal. Once assigned, they will be able to view the address and maintenance issue, add materials and files, and communicate with the tenant and landlord or property manager. Service Professionals can also create invoices and receive payments online.

To add a ServicePro, click "Contacts" in the side menu and choose the "Service Pros" tab.

If you are using the New Navigation layout, open the Maintenance page from the Property Services left-side menu and switch to the Service Pros tab.

Then, press the "+ Add service pro" button:

Fill in all fields marked with a star and press the "Create" button:

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