Letting a contractor into the building (access details, keys and fobs)

What you'll end up with: the building's ways in, its door codes and its keys and fobs recorded in one place, and a firm given access to them for the days of their job only.

Before you start you need: the building's access details (codes, where keys are kept), and, for a firm to see them in their app, the firm on SynkroTech Trade with a work order for the job.

Door codes and keys are the building's security. Giving a firm access for a set period, tied to a work order, means they see the code while they need it and not after.

1. Open the property, then its Access tab (under More if it is not shown).
2. Check Access Points: each way in, how it opens, and the details a firm needs. Press Show to see a code, and Hide when you are done. Use Add Access Point for another way in.
3. Under Keys and Fobs, press Add Key or Fob.
4. Type its Number, such as F-07.
5. Choose the Kind: Key, Fob or Card.
6. Type what it Opens, and a Note on where it is kept if it helps.
7. Press Add Key or Fob. It is listed as Held. Press Issue when you hand it to someone.
8. Under Contractor Permission, press Grant Access.
9. Choose the Work Order the access is for. The Firm is filled in from it, and when the job has a booked day, From and Until are filled in with that day and the day after, marked "From WO-… ’s booked day · check".
10. Check the Firm. Choose it yourself for access with no work order.
11. Check From: the first day they need access.
12. Check Until: the last day.
13. Type a Reason if it helps, then press Grant.

You'll know it worked when: "Access granted", and the grant is listed under Contractor Permission as Approved with its period. Work → Access lists every grant across your properties.

If something's wrong:

• The job finished early, or the firm was replaced. Press Revoke on the grant. The firm can no longer see the access details.
• A firm says they cannot see the code. They see it in SynkroTech Trade, during the grant's dates only. A firm not on SynkroTech Trade needs the details from you by phone (see Inviting a contractor onto SynkroTech Trade).
• Show reveals a dash. No code is recorded for that access point. Press Edit on it to add the code.
• You need to know what changed on an access point. Press View History on it: each change is listed with who made it and when.