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Search for local suppliers/contractors when creating a works order - configuration option

Search for local suppliers/contractors when creating a works order - configuration option

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.127

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

A configuration option is available which, when enabled, allows you to search for a local supplier when creating a works order

Lat/Long coordinates

When creating a works order, the property needs to have lat/long coordinates present on the property record - click Checking for Lat/Long coordinates on property record section below for more details

If your system is set up so that the Lat/Long coordinates are identified when creating the property record:

  • Lat/Long coordinates will be automatically displayed on the main property screen, below the property address

If the above does not apply: 

From the property record:

  • Click Marketing
    In the Internet panel, the Lat/Long coordinates should be shown

  • If not shown, click Lookup/Change
    An online map is displayed, ensure the pin showing the property location is in the correct position, click Accept to save 

    Lat/Long coordinates should now be shown in the Marketing screen, as above

1. Create a works order & search for supplier/contractor

From a new works order screen:

  • In the Contractor panel, click Select
    The company search window will be displayed

2. Supplier/contractor search by distance from property

From the company search screen:

  • Distance column shows how far the supplier/contractor is from the property the works order is being created for

  • Click Distance column heading to sort in ascending order

Distance is calculated from the property location to the supplier/contractor location (using their postcode), therefore if no address has been added for a supplier, the field will be blank

  • Where many records are returned, click to right of Distance column heading and use the filter option to narrow down results shown

To remove any blank entries, start your search from 0.1 miles/km to x miles/km (e.g. 0.1 to 2.5) - click Update to refresh the list

3. Map option

Suppliers/contractors can be shown on a map

From the supplier/contractor list:

  • Click Map View (top left)

    • Hover over the markers to see details of the supplier/contractors

    • Click on a supplier/contractor to add them as the Contractor in the works order

    • Or, click List View (top left) to return to the grid list shown in step 2

Distance can be shown in either kilometres or metres, this is set in configuration (by Reapit Support)

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