[PM] How to Introduce Bricks + Agent to your Trades via Property Tree

Firstly, you will need to add tags to the contractors that are only 'Maintenance' - Tags will be used in mail merge to select a specific group you wish to send too.

Secondly, create email mail merge:. https://propertytree.elevio.help/en/articles/92749

Add the Bricks + Agent trade PDF attachment within the email as a 'link to attachment' : https://propertytree.elevio.help/en/articles/93088-add-attachment-to-email-template

Processing bulk email mail merge:

https://propertytree.elevio.help/en/articles/92734-send-bulk-email-merge#create

​Selecting the correct filters:

Also select the correct TAG group
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This will avoid sending out the email to all of your Property Tree creditors IE Water, Starata, etc