Real Estate Management — Suppliers, jobs, portal and invoices
Allocate suppliers, auto-create jobs, deliver work orders, capture evidence, create supplier invoices and record payment.
Open the Suppliers and Jobs hub
Open the Suppliers and Jobs hubReview allocated supplier jobs and maintenance relationships.Admin Area → Maintenance & Jobs
Open guide →GuideCreate or allocate a supplier job
Create or allocate a supplier jobSelect maintenance, property/address, tenant, supplier, title, description and amount.Admin Area → Maintenance & Jobs → Allocate Job
Open guide →GuideUnderstand automatic maintenance-job creation
Understand automatic maintenance-job creationKnow when a supplier assignment creates a realestate_jobs record.Admin Area → Maintenance & Jobs → assign supplier
Open guide →GuideSend the supplier work-order email
Send the supplier work-order emailAllow the allocation flow to email a generated work order.Admin Area → Maintenance & Jobs → Allocate/Resend Email
Open guide →GuideUpdate an allocated supplier job
Update an allocated supplier jobChange job/supplier/status/amount details through the supported admin action.Admin Area → Maintenance & Jobs → open job → Edit
Open guide →GuideDelete a supplier job
Delete a supplier jobRemove an incorrect job only after preserving work/invoice/evidence.Admin Area → Maintenance & Jobs → open job → Delete
Open guide →GuideRevoke a supplier job
Revoke a supplier jobWithdraw supplier access/assignment through the supported action.Admin Area → Maintenance & Jobs → open job → Revoke
Open guide →GuideResend a supplier job email
Resend a supplier job emailSend the work-order message again without creating a duplicate job.Admin Area → Maintenance & Jobs → open job → Resend Email
Open guide →GuideMark a supplier job status in admin
Mark a supplier job status in adminChoose a supported status from the job action.Admin Area → Maintenance & Jobs → open job → Status
Open guide →GuideResend a supplier alert
Resend a supplier alertTrigger the supported alert for the selected job.Admin Area → Maintenance & Jobs → open job → Resend Alert
Open guide →GuideGenerate a supplier job PDF
Generate a supplier job PDFCreate the job/work-order PDF.Admin Area → Maintenance & Jobs → open job → PDF
Open guide →GuideReview supplier notes
Review supplier notesLoad notes stored for the selected job.Admin Area → Maintenance & Jobs → open job → Supplier Notes
Open guide →GuideOpen the supplier portal
Open the supplier portalAuthenticate through the supplier-facing dashboard link/account.Supplier Portal → Dashboard
Open guide →GuideAccept or acknowledge a supplier job
Accept or acknowledge a supplier jobChoose the supported accepted/acknowledged status.Supplier Portal → open job → Update Status
Open guide →GuideMark a supplier job in progress
Mark a supplier job in progressChoose In Progress and add notes/evidence as required.Supplier Portal → open job → Update Status
Open guide →GuideMark a supplier job completed
Mark a supplier job completedSelect Completed, add notes and upload up to 10 photos.Supplier Portal → open job → Update Status
Open guide →GuideCancel or void a supplier job from the portal
Cancel or void a supplier job from the portalUse a supported Cancelled/Void status when allowed.Supplier Portal → open job → Update Status
Open guide →GuideReview supplier job status normalisation
Review supplier job status normalisationUnderstand accepted, allocated, in-progress, completed, cancelled and void values.Supplier Portal → open job → Status
Open guide →GuideUpload supplier completion photos
Upload supplier completion photosAttach supported photos during status update.Supplier Portal → open job → Complete → Photos
Open guide →GuideAdd supplier completion notes
Add supplier completion notesEnter supplier_notes with the status update.Supplier Portal → open job → Update Status
Open guide →GuideGenerate a supplier job report
Generate a supplier job reportOpen the supplier-facing job report.Supplier Portal → open job → Job Report
Open guide →GuidePrint a supplier receipt
Print a supplier receiptUse the supplier portal print receipt action.Supplier Portal → open job → Print Receipt
Open guide →GuideUnderstand automatic supplier invoice creation
Understand automatic supplier invoice creationKnow what happens when a supplier completes a job.Supplier Portal → open job → Mark Completed
Open guide →GuideOpen supplier invoices in admin
Open supplier invoices in adminReview invoices created from completed jobs.Admin Area → Customers/Property → Supplier Invoices
Open guide →GuideMark a supplier invoice paid
Mark a supplier invoice paidEnter payment mode, transaction ID, comments and optional final amount.Admin Area → supplier invoice → Mark Paid
Open guide →GuidePay a supplier through the payout action
Pay a supplier through the payout actionUse pay_supplier for the selected eligible supplier invoice/job.Admin Area → supplier payout/invoice → Pay Supplier
Open guide →GuideChange supplier payout status
Change supplier payout statusApply a supported status to the payout/invoice relationship.Admin Area → supplier payout → Change Status
Open guide →GuideUpdate a supplier invoice
Update a supplier invoiceSave corrections through the supported payout/invoice action.Admin Area → supplier invoice → Edit
Open guide →GuideTroubleshoot a supplier portal access failure
Troubleshoot a supplier portal access failureCheck supplier identity/link, job assignment/status and route/session.Supplier Portal → Dashboard
Open guide →GuideTroubleshoot duplicate supplier invoices
Troubleshoot duplicate supplier invoicesCheck for an existing invoice linked to the job before retrying completion.Admin Area → supplier invoices and job
Open guide →