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How do I assign tenancy-specific suppliers or contractors in agentOS?

You can assign preferred contractors or suppliers to a specific tenancy via the Tenancy Specific Suppliers section, found under the Office Use area of the tenancy record.

If a particular tenancy has preferred contractors or suppliers — for example, a landlord who insists on using a specific plumber — you can record these against the tenancy directly in agentOS. This keeps the preference visible to anyone managing that tenancy.

Assigning a tenancy-specific supplier

  1. Open the relevant tenancy record.
  2. In the left-hand ladder, scroll down to the Office Use section.
  3. Click Tenancy Specific Suppliers.
  4. In the Contractor dropdown, type or select the name of the contractor or supplier you wish to assign.
  5. Click Add to save your selection.

The contractor will now appear in the Tenancy Specific Suppliers table at the bottom of the page.

Editing or removing a tenancy-specific supplier

If you need to amend or remove a supplier that has been assigned:

  1. In the Tenancy Specific Suppliers table, click the grey bar next to the contractor's name to open their details.
  2. In the top right of the panel, select Edit to amend the details, or Delete to remove them entirely.

Note: Contractors must already exist on the system before they can be assigned as a tenancy-specific supplier. If the contractor is not yet on the system, add them via Maintenance > Contractors first.

If you need assistance, contact support@agentos.com.