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Custom Contact Type

Create a custom contact for a tenant, maintenance contractor or property owner

SnapInspect avatar
Written by SnapInspect
Updated over a week ago

By default, SnapInspect offers contact types like 'Owner' and 'Tenant'. But what if you need to assign a different contact, such as a plumber, to an asset?

SnapInspect's Custom Contact Type feature lets you add specific contacts to assets, enhancing communication and usability. This can include maintenance contractors, plumbers, and more.

Setting Up Custom Contact Types

  1. Navigate to the 'Company Settings' tab and click on 'Settings'.

  2. Under 'General Settings', find 'Additional Contact Type'.

  3. Here, you can add a new contact type, specify if it requires occupancy options and more.

Adding a New Contact

  1. Go to the 'Assets' tab in the web app and select the asset you want to add a custom contact to.

  2. Click the green 'Action' dropdown button.

  3. Choose 'View/Edit' and navigate to the 'Contacts' section in the pop-up window.

  4. Click the green 'New Contact' button.

  5. At the bottom, from the dropdown menu select the Custom Contact Type that you've created.

  6. After selecting the appropriate contact type, click 'Add'. The contact will then be associated with that asset in SnapInspect.

Once you've set up a custom contact, you can email them inspection reports, tasks and more to notify them of upcoming or overdue inspections, or send maintenance alerts. Learn how to set up automated emails here.

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