The system allows you to add as many contractors as needed across all trade types. Once added, an invitation is sent to the contractor to complete and submit their application.
Add a new contractor
Follow the steps below to add a new contractor and send them an invitation to register.
From the Admin area, click Add / Edit Contractors.
Click Add Contractor.
Enter the contractor's company name and short company name.
Enter the email address and telephone number of the invitation recipient.
Select the required:
Type of work
Trade types
Applicable trades
Zones of the countries covered
Click Send Invite.
📌 Note: An invitation email will be sent to the contractor with a link to complete their application. A General Account user will be automatically created using the email address provided.
Add a supply-only contractor
A supply-only contractor can be set up to provide materials without carrying out any on-site work.
Follow the steps below to link the supplier to the correct trade type and supply only category.
From the Admin area, click Add / Edit Suppliers.
Select the supplier you want to set up, then click Trades/Item Types.
Click Supply Only.
Unlock the green padlock
icon.Select the appropriate trade type and supply only category.
Click Confirm.
Click Save.
📌 Note: If you receive an error when opening a supply-only sub-category, check that at least one supplier is linked to the category. Without this, the system will not allow you to proceed.
View invitation status
To see which contractors have completed registration, resend the invitation email if needed, or remove a contractor who no longer requires access.
From the Admin area, click Add / Edit Contractors.
Select the Invited Contractors tab to see all contractors who have been sent invitations but have not finished registering.
Click into the contractor to open their account.
The current invitation status is displayed at the top right (see status details below).
Click Resend invitation to send the email again if the contractor hasn’t responded.
Click Remove contractor to cancel the invitation and delete the contractor’s details.
Invitation status types
Invited: Email sent, but not yet opened.
Email opened: Invitation opened, but registration has not started.
In progress: Registration started, not yet finished.
To approve: Registration complete, waiting for your approval.
Approve a contractor's application
Once a contractor has submitted their application, the status will show as To Approve. To review and approve their application:
From the Admin area, click Add / Edit Contractors.
Click the Invited Contractors tab.
Select the contractor awaiting approval.
In the top right, click the Notes icon to check any changes made by the contractor.
Click through each tab on the right to review the submitted details.
On the left, tick each box to confirm that the trades, zones, and rate card are correct.
On the Company Details tab, click the padlock icon next to the finance account code field.
Enter the contractor’s account code from your finance system.
Click Approve on the left panel.
Review contract documentation and dates
Follow the steps below to review contractor contracts and ensure all documentation is up to date.
From the Admin area, click Add / Edit Contractors.
Select the contractor whose documentation you want to review.
Click the Contract tab.
Click the Documentation icon to view all contract documents and associated review dates.
🤓 Tip: Regularly checking these documents helps you track renewal dates, insurance validity, and compliance requirements for each contractor.
Manage contractor coverage by zone
Follow the steps below to update the zones a contractor covers.
From the Admin area, click Add / Edit Contractors.
Select the contractor you want to update.
Click Zones/Brands.
Unlock the green padlock
icon.Select or clear the required zones to update coverage:
Coloured — The contractor covers this zone.
Grey — The contractor does not cover this zone.
Click Save.
🤓 Tip: Keeping contractor coverage accurate ensures orders are only routed to contractors who operate in the relevant locations, preventing delays and misallocation of work.