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 and may approve Invoices for the Building. 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. They can view the Building Profile to keep track of maintenance requests and important documents for the Building.
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 Contact to Receive Notifications', 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 'Submit Request'.
They can also assign Site Contacts and Building Contacts for existing Jobs.
Go to the Building Settings page and select the 'Contacts' tab.
All Site Contacts and Building Contacts will be listed. To add a new contact, click '+ Add Contact' and fill out the form. Then click 'Save'.
The nominated Site and Building Contacts will be sent an email notification with a link to track the progress of the Job.
For more information, please see How to Create a Work Request, How to Create a Quote Request and Add a New Building Contact.
Strata Managers should contact us with any further questions regarding this process.
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