Tradespeople are the individuals or businesses that you will assign your Maintenance Tasks to.
To add a Tradesperson to the system, you will need to access the Tradesperson Search Screen. This screen can be accessed in one of two ways:
This will open an empty Tradesperson Record:
Tradesperson General Information
Trading Name: The name of the business.
Trade Type: The type of trade that the business performs. Select from the drop down list.
Address/City: The address of the business.
State/Postcode: Will default when the city is selected.
Supplier ID: Is an external supplier ID used in accounting (payables) exports.
Region: Is used to indicate if the Tradesperson has a preferred region to work in.
ABN: Enter the Australian Business Number of the Tradesperson.
Contact Name 1: Enter the main contact name for the Tradesperson.
Contact 1 Phones: Enter the main contact number for the Tradesperson.
Contact 1 Email (Default Email): Is used as the default Email address when sending Maintenance Tasks via Email.
Contact 2 Names/Phone/Fax: Enter the contact details of another person in the company, if applicable.
BSB/Account Number: Is used to record the bank details for the Tradesperson.
Payment Method: Is used to record the preferred payment method of the Tradesperson. Select from the drop down list.
BPay Biller Code: Enter the Tradesperson’s Bpay Biller Code, if applicable.
KPM Maint Type: Is used by Organisations involved with the KPM Program. If applicable, select the KPM Maintenance Type from the drop down list.
Template Name: Is used to link a specific Work Order template for the Tradesperson, if they have their own format for Work Orders.
Related Link: Is where you can add a hyperlink in Chintaro regarding a Tradesperson file or folder on your network.
Comments: Enter any general Comments about your Tradesperson in the Comments section. This will be information that you wish Chintaro users to see each time the Tradesperson record is opened. This differs from Tradesperson Notes which builds up a history of the Tradesperson.
Tradesperson Compliance Details
The Complaince section allows you to enter any licences that the Tradesperson holds. Examples of this are a Public Liability Number, Builder's Licence Number, Workers Compensation Number, or Compliance Number.
To enter compliance details of a Tradesperson, select the Licence Type from the drop down list:
If the Licence type you want to add isn't in the drop down list, add it through System Maintenance> Licence Type:
Then, enter the Licence Number and Expiry Date of the Licence:
When the Expiry Date is reached, Chintaro will show you the Expiry Date in red and also show you a red alert on the Tradesperson's record that the Licence has expired:
If the Compliance Details for the Tradesperson have expired, a red warning will appear on both the Tradesperson Record and the Maintenance Task screen to warn you which details have expired:
Tradesperson Maintenance Tasks Section
The Maintenance Tasks section of the Tradesperson record will build up a record of the Maintenance Tasks allocated to the Tradesperson. Both Active (incomplete) and Inactive (completed) tasks will appear in this section.
Tradesperson Record Notes
The Notes section for a Tradesperson work in exactly the same way that the notes section do for other screens in Chintaro and they remain with the Tradesperson.
Tradesperson Additional Functions
The Tradesperson Record has a number of functions at the top of the screen, enabling you to SMS, Email and Word MergeTradespeople from the screen.
Click the appropriate button to access these functions.
Tradesperson Notes is a screen where you can view all of the Notes made for all Tradespeople.
To view the Tradesperson Notes screen, from the Property Maintenance Sub-Menu, click Tradespeople Notes
You are able to sort and filter this screen to view Tradesperson Notes (EG by the Note Date, Note Title, Note Type, Action or Action Type columns).
There are a number of functions at the top of the screen that enable you to print and export data regarding Property Notes
You are also able to re-assign Tradesperson Notes to another Chintaro user, by using the
and fields (See Solution: Reassigning Action Notes to Another Chintaro User).
Clicking the button will take you back to the screen’s default view.