Have owners name/invoice details in the work order (not just the email)
Owners details (NAME) are not appearing on work orders via link.
Tax invoices should be addressed to the owner care of the estate agents address.
There is no mention of the owners detail at all on the work order link.
We have it set up so they get the owners details in the original email. However when work orders are going through to the contractors accounts department they are not receiving the owners details. We would like a field included on the work order to include owners details so invoices are received correctly.
Amanda Wilson
shared this idea
-
Krystle Peel
commented
This is an accounting compliance issue. Owner name needs to be on all creditor invoices.
-
Lillian Patterson
commented
The legisaltion requires us to get quotes and send work orders on behalf of Landlord. For us to pay invoices, we need the tradesman to address the invoice to the owner name, made out to the owners name/ C of the agency name. At present the tradesman have to scan through the email to find the owners name, it should just have it on the WORK ORDER or QUOTE request as that is essential for best practice it needs to be updated ASAP.