Manage contractor accounts
Create and manage profiles.
By Rubin and 1 other2 authors5 articles
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.