Watch our video here on how to nominate a sub-contractor or team member.
From the Ticket view page navigate to the nominations tab. You have the option to nominate either a Sub-Contractor or a member of your team to respond to the defect or repair.
Step 1: Choose Contractor.
Step 2 : Use scheme contractors ( if you have them associated to your schemes) or the search tool to find the Contractor in your clixifix suite that you wish to respond to that ticket.
This will present a list of contractors below the search tool that match your search criteria.
Step 3 : Choose to edit the Nomination Instruction Details with a detailed summary of what is required to repair the respective defect or issue and save the instruction data, if required.
Step 4 : Add an appointment, or skip to send one later.
Step 5 : Save and Send Now to send nomination to contractor or Save and Send Later if you do not wish to send it immediately.
When you NOMINATE a Sub-Contractor:
The date/time nominated will be recorded
An email with a summary and the instruction will be sent to that Sub-Contractor. They can reply to the email with a response which will seamlessly update the ticket.
To accept or reject the job as described in the instruction the Sub-Contractor will be required to log into their clixifix portal with their details.
1. If accepted, this will be logged and an email sent to the Principal Contractor or House builder admin / Account owner to alert.
2. This will be logged as the date/time instructed.
If rejected, this will be logged and an email sent to the Principal Contractor or House builder to alert.
On rejection the Sub-Contractor will specify the reasons why they won’t do the works required.
On Rejection, the Admin User will go back to NOMINATE another Sub-Contractor using the ticket wizard and the same workflow will apply.