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
- Open the relevant tenancy record.
- In the left-hand ladder, scroll down to the Office Use section.
- Click Tenancy Specific Suppliers.
- In the Contractor dropdown, type or select the name of the contractor or supplier you wish to assign.
- 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:
- In the Tenancy Specific Suppliers table, click the grey bar next to the contractor's name to open their details.
- 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.