A Site Contact is a contact external to the Strata Organisation that should be contacted by the Service Provider to schedule work and inspections. Site Contacts have contact information that's visible to the Service Provider. Site Contacts are usually Committee Members, Owners or tenants.
They get email updates on a Job's progress and confirmed inspection and work times. They can also view information for a Job that's available on the Public page.
A Building Contact is a contact external to the Strata Organisation that receives updates on a Job's progress. Like Site Contacts, Building Contacts are Committee Members and Owners, but are different in that their contact information isn't shared with Service Providers. Their contact information is only visible to the Strata Manager of the Job.
Building Contacts do not need to be in contact with Service Providers to be updated on ongoing Jobs.
Assign Site Contacts and Building Contacts
Strata Managers can assign Site Contacts and Building Contacts for a newly created Job.
Start the process of creating a new Work or Quote Request.
Under 'Site Contact', select a name from the list of existing contacts or click 'Add Contact' to add a new Site Contact.
Under 'Building Contacts', select a name from the list of existing contacts or click 'Add Contact' to add a new Building Contact.
Complete the process as usual then verify the information and click 'Create Request'.
They can also assign Site Contacts and Building Contacts for existing Jobs.
Update Site and Building Contacts on Existing Jobs
If there are new owners or changes to contacts, Strata Managers can update the site and building contacts on existing jobs.
To do this on the Job page, click the three dots and select Edit from the dropdown.
When the job window opens, click Next Step until you reach the Site Contacts or Building Contacts section.
To remove a contact, click the bin icon next to their name.
To add a new contact, start typing their name and select from the list.
If the contact is not listed among the existing building contacts, click Add Contact Manually.
Fill in the details in the New Contact window and click Add to save.
Strata Managers should contact us with any further questions regarding this process.
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