Help centre / Jobs, Emergencies & Works Orders

Property access notes on dispatch

How client-registered access notes reach jobs, emails, WhatsApp and works-order PDFs.

Clients register their properties in the portal with access notes (alarm codes, key safe, parking), an on-site contact and what3words. Admins can see them on the client record under Registered Properties.

Client record with properties

On jobs

When a job or emergency is linked to a registered property (or matches its client and postcode), an amber Access & Site Info card appears on the job page for admins and assigned suppliers/operatives.

In dispatch

The same block is embedded in supplier assignment and urgent emergency emails, appended to the dispatch SMS, rendered in the supplier-safe works-order PDF, and can be sent with WhatsApp job offers (immediately, or automatically when the supplier accepts).

Related: Client properties · WhatsApp job offers