Contractors
Add and manage contractors
By Rubin and 2 others3 authors20 articles
Manage orders
Review and manage your orders and quotes.
Upload contractor parts and pricesThe contractor can add pre-agreed parts to manage the price of used parts more easily.
Complete the application as a contractorYou can complete the application as a contractor by providing all the required details
Manage ordersReview and manage orders in different statuses as a contractor
Action a queried order as a contractorYou can submit clarification when an order is on queried status to the client.
Manage contractor emergency calloutsUpdate the contractor’s settings, ensuring they are only assigned to the correct response tiers and rates.
Submitting an Extras request as a contractorAs a contractor you can request extras on approved quotes.
Upload a PMV certificate as a contractorAfter a PMV order has been completed, you are required to upload the certificate of compliance.
Upload a new insurance certificate as a contractorUpload certificates such as public liability, product liability, and safe contractor insurance.
Use the signature box as a contractorYou can capture on-site signatures using a mobile device, with GPS tracking to confirm visit location and completion.
Enable notes email notifications for contractorsYou can enable email notifications to be alerted when notes are added to your current orders.
Reduce quote costsYou can lower the value of a queried quote before resubmitting it.
Manage contractor accounts
Create and manage profiles.
Change the contractor's main email addressThe contractor's main email address can be changed from the Admin or from the account settings.
Add new contractor usersAllow contractors to add new engineers or users to their account and explain what to do if a mobile number is already in use.
Deactivate a contractorYou can deactivate a contractor, and they can no longer receive new work while keeping access to their past orders and invoices.
Closure codes are not appearing for contractorsCheck and enable closure codes for contractors by reviewing trade type settings and ensuring the correct codes are ticked in the Admin area.
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 contractorYou can use a tablet device to log in as the contractor to your account
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 jobsEnsure unit managers have the correct permissions so they can place callouts, submit quotes, and authorise orders efficiently.