Contractors
Add and manage contractors.
By Rubin and 2 others3 authors24 articles
Manage quote requests as a contractorSubmit or reject quote requests in Access Maintain to keep customers informed within the required timeframe.
Manage orders
Review and manage your orders and quotes.
Upload contractor parts and pricesAdd pre-agreed parts and prices for a contractor so their costs are available to use in orders.
Complete the application as a contractorComplete your contractor application in Access Maintain to set up your account and start managing callouts, quotes, and planned maintenance.
Action a queried order as a contractorReview and resubmit a queried order by providing a justification or adjusting the cost as required.
Manage contractor emergency calloutsControl whether a contractor is available for emergency callouts and ensure they are assigned to the correct response tiers and rates.
Submit an extras request as a contractorRequest an increase in costs on an approved quoted works order by submitting an extras request for customer review.
Upload a PMV certificate as a contractorUpload a certificate of compliance after completing a PMV order to move it to the approval stage and receive payment.
Upload a new insurance certificate as a contractorUpload and update insurance certificates, such as public liability, product liability, and safe contractor, to maintain compliance.
Use the signature box as a contractorCapture on-site signatures using a mobile device, with GPS tracking to confirm visit location and completion.
Enable notes email notifications for contractorsReceive email notifications whenever a note is added to one of your current orders.
Reduce quote costsLower the cost of a queried quote before resubmitting it for management approval.
Decline orders as a contractorExplains the difference between quotes and callouts in Access Maintain, including when contractors can decline an order and how to withdraw a callout.
Manage supply-only orders as a contractorDispatch supply-only orders and confirm delivery dates so customers can track delivery progress.
Manage contractor accounts
Create and manage profiles.
Change the contractor's main email addressUpdate a contractor's main email address from the Admin area or from the contractor's account settings.
Add new contractor usersAdd new contractor office users or engineers to a contractor account and resolve mobile number conflicts.
Deactivate a contractorDeactivate a contractor so they can no longer receive new work, while retaining access to their past orders and invoices.
Closure codes not appearing for contractorsCheck and enable closure codes for contractors by reviewing trade type settings to ensure the correct codes are linked and available.
Add a SMART goal to a contractor's KPISet a new target and completion date within the Contractor Performance Review report.
Troubleshooting
Resolve common contractor issues.
Use a tablet to log in as a contractorAccess your contractor account on a tablet by switching your browser to desktop site view.
Troubleshoot the contractor not listed when raising an orderVerify what's causing a contractor not to be displayed when raising any type of orders.
Troubleshoot contractor loginYou can troubleshoot the login as a contractor by checking the login link.
Unit manager is unable to log jobsUpdate unit manager permissions so they can place callouts, submit quotes, and authorise orders.
Unable to allocate an engineer to a PPO as a contractorManage supply-only orders by recognising they exclude labour and re-raising the order with labour costs if engineer allocation is required.
Contractor unable to mark messages as readControl contractor unread message notifications and understand how messages read outside the main account are updated overnight.