app.sortx.co.uk/<your-agency>. You join it by invitation; the
owner invites everyone else from Settings → Team → People.
1
Add your properties
Records → Properties. Each repair, planned visit and certificate belongs to a property
(or a block, or one asset in it). Add the landlord and the tenants as contacts on it.
2
Add your contractors
Repairs → Contractors. Record each contractor’s trades, the areas they cover and their
insurance and registrations (such as Gas Safe). SortX checks these before a job goes to
them; see Contractor compliance.
3
Set spend limits
Agree with each landlord how much you may spend without asking, then record it as their
repair authority. Group landlords with the same terms in Settings → Contractors → Owner
groups. Anything over the limit waits for approval.
4
Connect your channels
Settings → Channels: your phone number and WhatsApp, and the email address repairs
arrive at. Your public repair form is ready at
<your-agency>.sortx.co.uk/report.5
Set your repair rules
Settings → Repairs: the repair guide tenants see, response targets per urgency, and
complaint handling.