Manage an appointed-agent workspace

The workspace is the shared operational record for an owner and the appointed agent after a bid is accepted.

Open the workspace

Owners open the relevant record from Sales or Leases and select Workspace. Agents open Work, select the appointed job and then open its workspace.

What the workspace contains

Messages for communication between the participants available on the job.
Notes for structured file notes, including approval where the selected note workflow requires it.
Agency agreement and any amendment or signing actions.
Agent inspection, project details and the operational sale or lease sections.
Reports generated from the information recorded in the job and workspace.

Messages and files

Open Messages and select the intended participant or thread.
Write the message and attach any relevant file using the editor controls.
Send the message.

Vendorable records the message in the workspace and sends the applicable notification. Replies should be made in the workspace so the shared record remains complete.

Keep the workspace useful

Record important activity as it occurs. Reports are only as current as the marketing, prospect, deal, message and note information in the workspace.

If an action is unavailable

Actions depend on your role and the state of the job. Check that you are signed in with the invited account, the agency appointment is active, and the workspace has not been finished or terminated.

Last reviewed July 24, 2026