Your landlord contacts list shows every landlord you are connected with. Use it to find their details, see their work orders, or block a landlord.
Before you start
- A landlord appears here once they have sent you a connection invite and you have accepted it in Customer Queries. You can't add landlords yourself.
- Employees need the Landlords permission (under Contacts): View to see the list, and Edit to block or unblock. The company owner always has access.
1. See your landlords
In the sidebar, go to Contacts → Landlords. The table shows Name, Contact Information, Properties, Status and Action. Status can be Connected, Terminated or Blocked, among others. Use From Date and To Date to filter.
2. Open a landlord
Use the ⋮ menu and click View. The landlord's page has 3 tabs:
- Overview: Status, Open Work Orders, Total Properties, plus name, company name, phone, email and address.
- Work Orders: the work orders from this landlord.
- Files: files linked to this landlord. Click Add New File to upload one with a File Name and Upload Media.
3. Block or unblock a landlord
- To block, use the ⋮ menu and click Block. You will see Landlord blocked successfully!.
- To unblock, use the ⋮ menu on a blocked landlord and click Unblock. You will see Landlord unblocked successfully!.
Blocking happens straight away, with no confirmation step. If you block someone by mistake, just unblock them.
Good to know
- If a landlord is missing from the list, they need to send you a Connection Invite and you need to accept it in Customer Queries.
- After you unblock a landlord, check the Status column to make sure it changed. If it didn't, try again.
- Block and Unblock are not offered for landlords with the status Unavailable.
- Store insurance certificates, contracts and signed quotes on the right landlord's Files tab. These records help if a payment is ever disputed.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.
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