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Share contractor cases

Create a protected contractor packet for work in your assigned buildings.

Contractor packets let you share selected context without giving the contractor a Sicket account.

Landlords with access to the ticket or incident.

Observers cannot create or manage contractor cases.

Open a ticket or incident detail page and choose Share with contractor.

You can review created packets from Contractor cases.

  1. Open the ticket or incident.
  2. Choose Share with contractor.
  3. Review existing packets.
  4. Create a new packet.
  5. Enter who it is for.
  6. Choose the contractor type.
  7. Add the recipient email when required.
  8. Select which records and ticket details should be included.
  9. Create the packet.
  10. Share the link and access code, email it, or download a PDF.

Packet title should make it clear who the information is for.

Contractor type describes the kind of contractor, such as plumber, electrician, locksmith, or elevator contractor.

Access code unlocks the packet.

Expires at controls when access stops.

Ticket information to share controls whether timeline, conversation, attachments, internal notes, and resident information are included.

The contractor uses the link and access code to open the packet.

You can revoke the packet or regenerate the access code later.

If a contractor cannot unlock the page, check the access code and expiration.

If a packet contains too little detail, create a new packet or regenerate the PDF after selecting the needed information.