Real Estate Management — Suppliers, jobs, portal and invoices
Allocate suppliers, auto-create jobs, deliver work orders, capture evidence, create supplier invoices and record payment.
01Open the Suppliers and Jobs hubReview allocated supplier jobs and maintenance relationships.Admin Area → Maintenance & Jobs02Create or allocate a supplier jobSelect maintenance, property/address, tenant, supplier, title, description and amount.Admin Area → Maintenance & Jobs → Allocate Job03Understand automatic maintenance-job creationKnow when a supplier assignment creates a realestate_jobs record.Admin Area → Maintenance & Jobs → assign supplier04Send the supplier work-order emailAllow the allocation flow to email a generated work order.Admin Area → Maintenance & Jobs → Allocate/Resend Email05Update an allocated supplier jobChange job/supplier/status/amount details through the supported admin action.Admin Area → Maintenance & Jobs → open job → Edit06Delete a supplier jobRemove an incorrect job only after preserving work/invoice/evidence.Admin Area → Maintenance & Jobs → open job → Delete07Revoke a supplier jobWithdraw supplier access/assignment through the supported action.Admin Area → Maintenance & Jobs → open job → Revoke08Resend a supplier job emailSend the work-order message again without creating a duplicate job.Admin Area → Maintenance & Jobs → open job → Resend Email09Mark a supplier job status in adminChoose a supported status from the job action.Admin Area → Maintenance & Jobs → open job → Status10Resend a supplier alertTrigger the supported alert for the selected job.Admin Area → Maintenance & Jobs → open job → Resend Alert11Generate a supplier job PDFCreate the job/work-order PDF.Admin Area → Maintenance & Jobs → open job → PDF12Review supplier notesLoad notes stored for the selected job.Admin Area → Maintenance & Jobs → open job → Supplier Notes13Open the supplier portalAuthenticate through the supplier-facing dashboard link/account.Supplier Portal → Dashboard14Accept or acknowledge a supplier jobChoose the supported accepted/acknowledged status.Supplier Portal → open job → Update Status15Mark a supplier job in progressChoose In Progress and add notes/evidence as required.Supplier Portal → open job → Update Status16Mark a supplier job completedSelect Completed, add notes and upload up to 10 photos.Supplier Portal → open job → Update Status17Cancel or void a supplier job from the portalUse a supported Cancelled/Void status when allowed.Supplier Portal → open job → Update Status18Review supplier job status normalisationUnderstand accepted, allocated, in-progress, completed, cancelled and void values.Supplier Portal → open job → Status19Upload supplier completion photosAttach supported photos during status update.Supplier Portal → open job → Complete → Photos20Add supplier completion notesEnter supplier_notes with the status update.Supplier Portal → open job → Update Status21Generate a supplier job reportOpen the supplier-facing job report.Supplier Portal → open job → Job Report22Print a supplier receiptUse the supplier portal print receipt action.Supplier Portal → open job → Print Receipt23Understand automatic supplier invoice creationKnow what happens when a supplier completes a job.Supplier Portal → open job → Mark Completed24Open supplier invoices in adminReview invoices created from completed jobs.Admin Area → Customers/Property → Supplier Invoices25Mark a supplier invoice paidEnter payment mode, transaction ID, comments and optional final amount.Admin Area → supplier invoice → Mark Paid26Pay a supplier through the payout actionUse pay_supplier for the selected eligible supplier invoice/job.Admin Area → supplier payout/invoice → Pay Supplier27Change supplier payout statusApply a supported status to the payout/invoice relationship.Admin Area → supplier payout → Change Status28Update a supplier invoiceSave corrections through the supported payout/invoice action.Admin Area → supplier invoice → Edit29Troubleshoot a supplier portal access failureCheck supplier identity/link, job assignment/status and route/session.Supplier Portal → Dashboard30Troubleshoot duplicate supplier invoicesCheck for an existing invoice linked to the job before retrying completion.Admin Area → supplier invoices and job