Help Center - For ServicePro
How do I accept a connection request from a landlord?
The connection request is required if you want to receive the maintenance requests and payments from the Landlord/Property Manager inside TenantCloud. You can not establish the connection without the invitation from the Landlord/Property Manager.
After a landlord has sent you a connection request, you will receive the invitation email and the invitation will appear on your Dashboard. Click on the "View request" button to continue:
Now when you see the connection invitation, you have two options:
1. Create a new contact in your client book
2. Link information to an existing contact in your client book
When you link the Landlord/Property Manager to an existing client, the Client Profile will be updated and all of the maintenance requests and related transactions of the existing client will be linked as well.
To accept a connection click on the "Connect" with the landlord button. Confirm your choice.
Watch the video guide to learn more:
Apr. 19th, 2019