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Phase 3: Customer gives their code to a contractor

Which tests

From docs/qat/phase3-code-to-contractor.csv. Run every step on the live sites. Blocking tickets as of 2026-10-22 (docs/qat/blocker_status.csv).

# Test name Role Status
1 Before you start Staff, Customer, Contractor Not run
  1. P3-PREP-01: Not run P3-PREP-01 · Not run · ready
  2. P3-PREP-02: Not run P3-PREP-02 · Not run · unblocked by customer #106, please retest
  3. P3-PREP-03: Not run P3-PREP-03 · Not run · unblocked by customer #108, customer #106, please retest
  4. P3-PREP-04: Not run P3-PREP-04 · Not run · ready
  5. P3-PREP-05: Not run P3-PREP-05 · Not run · ready
0 pass · 0 fail · 5 not run.
2 Customer's code Customer, Contractor Not run
  1. P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
  2. P3-CODE-02: Not run P3-CODE-02 · Not run · unblocked by contractor #96, please retest
  3. P3-CODE-03: Not run P3-CODE-03 · Not run · unblocked by contractor #96, please retest
  4. P3-CODE-04: Not run P3-CODE-04 · Not run · unblocked by contractor #96, please retest
  5. P3-CODE-05: Not run P3-CODE-05 · Not run · unblocked by contractor #96, please retest
  6. P3-CODE-06: Not run P3-CODE-06 · Not run · unblocked by contractor #96, customer #96, customer #97, please retest
  7. P3-CODE-07: Not run P3-CODE-07 · Not run · unblocked by customer #96, customer #97, please retest
0 pass · 0 fail · 7 not run.
3 Contractor's invite link Contractor, Customer Not run
  1. P3-INVITE-01: Not run P3-INVITE-01 · Not run · unblocked by contractor #96, please retest
  2. P3-INVITE-02: Not run P3-INVITE-02 · Not run · unblocked by contractor #96, customer #96, please retest
  3. P3-INVITE-03: Not run P3-INVITE-03 · Not run · unblocked by customer #96, customer #97, contractor #96, please retest
  4. P3-INVITE-04: Not run P3-INVITE-04 · Not run · unblocked by customer #96, customer #97, please retest
0 pass · 0 fail · 4 not run.
4 Clean up Staff Not run
  1. P3-CLEAN-01: Not run P3-CLEAN-01 · Not run · unblocked by customer #106, please retest
0 pass · 0 fail · 1 not run.

Before you start

0 pass · 0 fail · 5 not run.

  1. P3-PREP-01: Not run P3-PREP-01 · Not run · ready
  2. P3-PREP-02: Not run P3-PREP-02 · Not run · unblocked by customer #106, please retest
  3. P3-PREP-03: Not run P3-PREP-03 · Not run · unblocked by customer #108, customer #106, please retest
  4. P3-PREP-04: Not run P3-PREP-04 · Not run · ready
  5. P3-PREP-05: Not run P3-PREP-05 · Not run · ready

P3-PREP-01

Staff Not run
Do this
Sign in to the live staff portal with your own account and open Tests.
Expected
Tests opens. Your name shows on the results you record.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-PREP-01 yet.

P3-PREP-02 →

P3-PREP-02

Customer Not run
Do this
Sign in to the live customer portal as this phase's named test building owner.
Expected
You are signed in as the test owner, not as a real customer.

Unblocked by customer #106 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-PREP-02 yet.

← P3-PREP-01 P3-PREP-03 →

P3-PREP-03

Customer Not run
Do this
As the test owner, open a building approved in Phase 1.
Expected
The building shows Approved, with its code and valid-until date.

Unblocked by customer #108, customer #106 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-PREP-03 yet.

← P3-PREP-02 P3-PREP-04 →

P3-PREP-04

Contractor Not run
Do this
Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.
Expected
The company shows as approved and can start a project.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-PREP-04 yet.

← P3-PREP-03 P3-PREP-05 →

P3-PREP-05

Staff Not run
Do this
Write the case ID for each test of this phase in its first step's note.
Expected
Every test in this phase has a case ID that names its made-up records.
Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-PREP-05 yet.

← P3-PREP-04

Customer's code

0 pass · 0 fail · 7 not run.

  1. P3-CODE-01: Not run P3-CODE-01 · Not run · unblocked by customer #108, please retest
  2. P3-CODE-02: Not run P3-CODE-02 · Not run · unblocked by contractor #96, please retest
  3. P3-CODE-03: Not run P3-CODE-03 · Not run · unblocked by contractor #96, please retest
  4. P3-CODE-04: Not run P3-CODE-04 · Not run · unblocked by contractor #96, please retest
  5. P3-CODE-05: Not run P3-CODE-05 · Not run · unblocked by contractor #96, please retest
  6. P3-CODE-06: Not run P3-CODE-06 · Not run · unblocked by contractor #96, customer #96, customer #97, please retest
  7. P3-CODE-07: Not run P3-CODE-07 · Not run · unblocked by customer #96, customer #97, please retest

P3-CODE-01

Customer Not run
Do this
On the approved building, find its building code.
Expected
The code is LEA- or MEA- plus ten digits, with its valid-until date.

Unblocked by customer #108 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-01 yet.

P3-CODE-02 →

P3-CODE-02

Contractor Not run
Do this
On the live contractor portal, look up a building and type that code.
Expected
That building shows: its name, address and units. No other building or household shows.

Unblocked by contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-02 yet.

← P3-CODE-01 P3-CODE-03 →

P3-CODE-03

Contractor Not run
Do this
Type the same code in lower case and without the dash.
Expected
The same building is found.

Unblocked by contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-03 yet.

← P3-CODE-02 P3-CODE-04 →

P3-CODE-04

Contractor Not run
Do this
Type a made-up code of the same shape.
Expected
The portal says no building has that code. Nothing else shows.

Unblocked by contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-04 yet.

← P3-CODE-03 P3-CODE-05 →

P3-CODE-05

Contractor Not run
Do this
Type an expired code (staff can give you one).
Expected
The portal refuses it and says the code has expired.

Unblocked by contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-05 yet.

← P3-CODE-04 P3-CODE-06 →

P3-CODE-06

Contractor Not run
Do this
Start a multifamily project from the building you found.
Expected
The project is made and linked to that building.

Unblocked by contractor #96, customer #96, customer #97 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-06 yet.

← P3-CODE-05 P3-CODE-07 →

P3-CODE-07

Customer Not run
Do this
As the test owner, open the building again.
Expected
The contractor's project shows on the building.

Unblocked by customer #96, customer #97 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CODE-07 yet.

← P3-CODE-06

Contractor's invite link

0 pass · 0 fail · 4 not run.

  1. P3-INVITE-01: Not run P3-INVITE-01 · Not run · unblocked by contractor #96, please retest
  2. P3-INVITE-02: Not run P3-INVITE-02 · Not run · unblocked by contractor #96, customer #96, please retest
  3. P3-INVITE-03: Not run P3-INVITE-03 · Not run · unblocked by customer #96, customer #97, contractor #96, please retest
  4. P3-INVITE-04: Not run P3-INVITE-04 · Not run · unblocked by customer #96, customer #97, please retest

P3-INVITE-01

Contractor Not run
Do this
Start a multifamily project with no building yet.
Expected
The project gets a PRJ- code and says it is waiting for the customer to link it. It cannot be submitted.

Unblocked by contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-INVITE-01 yet.

P3-INVITE-02 →

P3-INVITE-02

Contractor Not run
Do this
Email an invite for that project to the test owner's email.
Expected
An invite email arrives with a single-use link.

Unblocked by contractor #96, customer #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-INVITE-02 yet.

← P3-INVITE-01 P3-INVITE-03 →

P3-INVITE-03

Customer Not run
Do this
Open the invite link, sign in as the test owner, and link the project to the approved building.
Expected
The project shows on the building. The contractor's project shows as linked.

Unblocked by customer #96, customer #97, contractor #96 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-INVITE-03 yet.

← P3-INVITE-02 P3-INVITE-04 →

P3-INVITE-04

Customer Not run
Do this
Open the same invite link again.
Expected
The portal says the link has already been used.

Unblocked by customer #96, customer #97 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-INVITE-04 yet.

← P3-INVITE-03

Clean up

0 pass · 0 fail · 1 not run.

  1. P3-CLEAN-01: Not run P3-CLEAN-01 · Not run · unblocked by customer #106, please retest

P3-CLEAN-01

Staff Not run
Do this
Run the documented cleanup for this phase's test accounts, and record the before and after counts.
Expected
Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.

Result

Paste or drop screenshots into the box, or use the paperclip. Up to 10.

No result has been recorded for P3-CLEAN-01 yet.