Service Providers: Manage Service Providers

Service Providers: Manage Service Providers

A service provider can be assigned to various customer files. 

1. Click Admin on the Main Menu.


2. Click on Contacts



3. Contact screen will open. 

4. Select Service Providers from the ribbon-bar




5. List of Service Providers will open. 



Add a Service Provider

1. Click on Add Service Provider



2. Contact List will appear. User will either link an Existing Contact/s (A) or create a New Contact/s (B).  Selected contact/s will be linked to as a Service Provider. 




  1. Option A) Existing Contact – type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file and click select. Repeat if required.


  1. Option B) New Contact/s – Click on the Create New Contact button. Select the contact type (i.e. Person or Company). Create New contact screen will appear. Repeat if required.
 

Create a new Contact
Click on Edit. The user is able to fill in as much information as needed, or fill in basic information and load more information once the contact is created. 



Under Personal or Company Details:
Person: Fill in the Forename and Surname. Optional: ID number and birthdate
Company: Fill in the Company Name. Optional:  Company reg and Vat number




Under Contact Details, fill in:
Cellphone number and Email address for communication
Preference Post, SMS and/or Email for statement sending preference


Click Save Changes to create a new contact. 



2. Optional: Set Service Provider Category from the drop-down




3. Click on Save Changes to update record details.



4. Service provider will be created. 

Edit a Service Provider

1. Click on the Service Provider's Name to open the profile. 



2. Contact's profile will open to view details.  

To Edit: Click on Edit to add or modify contact's details.



To Save: Click on Save Changes to update contact's details.




Delete a Service Provider

1. Select the service provider to be deleted, by ticking the tick box. 




2. Click Ok on the prompt. Note: this will not delete the service provider from the service provider list, it will not delete the contact from PropWorx.
 

Create new Service Provider Category

1. Click on the Add more button (). 



2. Service Providers Categories Screen will open.




3. Click on Add New



4. Type Name (mandatory) and click on Save button ()




6. Service provider category will be created. User is able to assign the category to the service providers profiles.

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