Arranging an appointment I

===== Arranging an appointment =====

====== 3-Star Contracts ======
If you would like to arrange for an engineer from British Gas visit then under the 3-Star Contract, you could e-mail British gas (e-mail address below) with your full address, contact telephone number and details of the visit request. E-mail address: engineers@house.co.uk.

====== Non-3-Star CORGI’s ======
Go to FileMaker: Start, FileMaker Pro, Hosts, Dashboard, then go to Properties Tab, then click on the Find icon and in the green box in the middle of the record, type in the name of the property you are printing a job for and press Enter Phone up all the landlords about the corgis and ask for their go ahead and the new telephone numbers of tenants if they have changed from the last year once you ve got the numbers on separate column print out the landlords, addresses and dates and write next to the property on another column printed so that you can distinguish next time which one is printed and which one is not.
To find a Tenant’s contact number, click on the Tenant Tab and press GO.
It will give you the details of the tenant in the Tenant box - if no telephone number, find out from Tenant Spreadsheet or landlord (by pressing the Landlord Tab in FileMaker, which should bring up the details of the Landlord, but if it is a managing agent then you will see their name in the Tenant Tab, copy it and using the Dashboard, open the Landlord COntact File/Layout/Table and paste the Managing Agent's details in a new Record), and fill in as appropriate.
Then go to the Job Tab (on the bottom) not the top one and where it says Job Type, click and scroll down to CORGI and it will automatically fill in the date etc. Then on the right hand corner click on GO! And it will take you to the Job Sheet.
If there is additional information needed e.g. call tenant on mobile before coming etc. then right click on job details and type it in. To print the record, on the top right hand corner there is a Print Record box - click on it and it will print.
If you can’t find the Tenant’s details, ‘phone up all the landlords about the CORGI’s and ask for their go ahead and the new telephone numbers of tenants – if they have changed from the last year.

Once you’ve got the Names and Numbers on separate columns, print out the landlords, addresses and dates and write next to the property on another column “printed” so that you can distinguish next time which one is printed and which one is not.
Do use FileMaker Pro to look up above details – if it is not in FileMaker -> Do call ALL possible contacts (Landlords, Housing Associations, Managing Agents etc.) to request above details and update FileMaker Pro.
Then either eMail each and every Landlord with a list or print it out in a reminder letter and then write “printed” next to the last cell of each property.