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