Docs / Pages

References (customer)

Track the trade references each supplier asked for and keep a list of saved references to reuse in future applications.

/contractor/references has two tabs.

  • Requests: every reference requested on the business's applications, with the shared status (Awaiting response, Responded, Declined, No response) and the supplier that asked. You see whether a reference answered, never what they said. Resend needs references.remind and only appears while the application is undecided.
  • Saved: contacts the business keeps for reuse. A saved reference is emailed a pre-application questionnaire (/reference/saved/<token>), so the answer exists before the next application.

Who can use it#

Customer roles with references.view. Adding, editing and removing on an application needs references.create and references.edit; reminders references.remind; saved references references.saved. A role without the key gets the list but no button (the add buttons are disabled with the role that holds the key). A Buyer holds none of them (see the permission matrix). Test hooks: ref-request-row with data-status.

Notes#

Each supplier contacts the references separately, so one saved reference may be asked more than once. The reference answers through a private link and never gets an account: see Reference responding.