Share contractor cases
What this guide helps you do
Section titled “What this guide helps you do”Share selected ticket or incident context with an external contractor without giving them a Sicket account.
Contractor cases are protected by a share link and access code.
Who can do this
Section titled “Who can do this”Organization admins and authorized landlords.
Observers cannot create, revoke, regenerate, or email contractor cases.
Where to find it in Sicket
Section titled “Where to find it in Sicket”Open a ticket or incident detail page and choose Share with contractor.
You can review existing contractor cases on the Contractor cases page.
Before you start
Section titled “Before you start”Decide who the case is for and what information should be shared.
Only share the minimum information the contractor needs.
Step-by-step
Section titled “Step-by-step”- Open the ticket or incident that needs contractor follow-up.
- Choose
Share with contractor. - Review existing contractor cases.
- Create a new contractor case.
- Enter who the packet is for.
- Choose the contractor type, such as electrician, plumber, locksmith, elevator contractor, or general contractor.
- Enter the contractor recipient email when required.
- Choose which linked tickets and announcements to include.
- Choose which ticket details to share, such as timeline, conversation, attachments, internal notes, or resident information.
- Preview the contractor page and remove anything the contractor should not receive.
- Create the contractor case.
- Share the link and access code, or email the packet.
Field-by-field explanation
Section titled “Field-by-field explanation”Packet title identifies who the case is for, such as “Elevator inspection details for technician John B.V.”
Contractor type helps classify the work.
Recipient email is the address that receives contractor packet information when email delivery is used.
Share link opens the protected contractor packet page.
Access code unlocks the packet. Keep it separate from the link where possible.
Expires at controls when the packet stops working.
Ticket information to share controls which parts of linked tickets are visible in the packet and PDF.
Preview opens the exact contractor-facing page before access is shared.
PDF creates a branded offline contractor packet on demand. The generated file is returned immediately and is not stored as a persistent Sicket attachment.
What contractors can see
Section titled “What contractors can see”Contractors see only the information selected for the packet.
They do not receive a normal Sicket account.
They cannot browse unrelated tickets, incidents, buildings, tenants, notes, analytics, or settings.
What happens next
Section titled “What happens next”Sicket records that a contractor case was created.
Staff can preview, update shared fields, revoke, regenerate an access code, email, or download a PDF from the contractor cases page.
Changing Ticket information to share later takes effect the next time the contractor page is opened or refreshed. It does not send another email automatically.
If a contractor loses the code, staff can regenerate and resend a new code.
Common issues
Section titled “Common issues”If the contractor cannot open the packet, check the access code, expiration date, and revoked status.
If a packet shows too little information, edit the shared fields and selected records. If it shows too much, remove those fields immediately and consider regenerating the access code.
If internal notes are sensitive, leave internal notes disabled.
Contractor pages use a fixed light theme, include Sicket branding and a language selector, and remain view-only.