Service Professionals are repair and maintenance companies with their own DigitalTenant accounts. Once you connect with one, you can send them work orders. For your own contractors who do not use DigitalTenant, add them as Vendors instead.
How it works
- You find a company on the Find Local Professional tab and open its profile.
- You click Send Connection Invite, choose a reason and write a description.
- The Service Professional accepts or declines your invite.
- Once they accept, they appear in the Service Professional list when you create a work order.
Before you start
- Know the service and area you need, for example "plumber" near your zip code.
- Permissions: team members need the Contacts Service Professional permissions to view the page, send invites or delete them. The account owner can turn these on under Settings then User Roles.
1. Open Service Professionals
Go to Contacts then Service Professionals. The page has two tabs:
- List of Service Professional: companies you have already invited.
- Find Local Professional: the directory.
2. Find a company
- Open the Find Local Professional tab.
- Type in What service are you looking for? and Enter your location, then click Search.
- Or use the Filters panel and click Apply (Reset clears it):
- Services
- Location: a zip code or city and state, or click Use current location.
- Distance Range: 0 to 10, 0 to 20, or 0 to 30 miles.
- Price Range: from Very Affordable to High-End / Expert.
- Sort by Nearest, Price or Time.
Each card shows the company name, main service, address, distance, response time and a short About section.
3. Check the profile
Click the company name to open its profile. You will see its response time, availability, experience, services, photos, contact information, certifications and any past connection activity.
4. Send the invite
- On the Contact Information card, click Send Connection Invite.
- Under Why would you like to send an invitation?, pick a reason. If none fit, choose Other (please specify) and type your reason.
- Write a Description.
- Click Submit.
You will see Invite sent successfully and the status becomes Pending. Nothing changes on your side until the company responds.
Manage your connections
Open the List of Service Professional tab. You can filter by Service and Status, or search. Use the ⋮ menu on each row:
| Status | What it means | What you can do |
|---|---|---|
| Pending | Invite sent, waiting for a reply | Cancel Invite |
| Accepted | You are connected and can send work orders | Terminate Connection |
| Declined | The company said no | Resend Invite or Delete |
| Cancelled | You cancelled the invite | Resend Invite |
| Terminated | The connection has ended | Resend Invite |
Click View in the menu to open the company's profile.
Good to know
- Company not showing when you create a work order? Only Accepted companies appear. Check the status on your list.
- Results do not look local? Enter a zip code or city and state, or click Use current location and allow location access in your browser.
- Button says Unavailable to Connect? That company cannot be invited right now. Choose another company.
- Cancelled or terminated but the status did not change? Refresh the page and check again. If it still has not changed, try again.
- Invite failed with a red message? Read the message. Often you have already invited that company.
- Want to know a company's rates? Ask them directly, for example in Chat once you are connected.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.