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Adding a new contact

Concurrent Knowledge BasePeopleContacts

Overview

You can add the following contact types to your account:

  1. Owners

    • Someone who owns a property you manage on their behalf.

  2. Contractors

    • A person or company that is contracted by you to carry out maintenance works on your properties.

  3. Prospective tenants (offline enquiries)

  • A house hunter who has enquired about one of your properties but has not yet signed a contract.

Owners

To find out how to manage your owner contacts, see the attached guide: Managing owners

Contractors

There are two contractor types on the Concurrent platform:

  1. Contractor managed

    • These contractors have access to the Concurrent Maintenance platform so they will be able to provide a quote (availability dates and times, quote price, quote documents) or reject the job request.

    • You can communicate with the contractor using the chat feature on the maintenance ticket. Once the job is complete, they will mark it as complete or incomplete.

    • Guide: Maintenance Job - Contractor managed

  2. Managed by you

    • These contractors do not have access to the Concurrent Maintenance platform so you will need to manage all tickets assigned to them from your Maintenance dashboard.

    • You are responsible for scheduling the appointment and providing all ticket details (tenant name, address, contact information, issue) to the contractor once scheduled.

    • Guide: Maintenance Job - Managed by you

Prospective tenants

You can add tenants who have contacted you outside of Concurrent onto the platform by following the below guide.

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