Contractors
Manage new or existing contractors
Setting up a primary contractorThis article explains how to assign or update primary contractors for specific trade types within designated zones, ensuring the correct contractor is prioritised when new jobs are raised.
Manage contractor rate settingsAdd or update contractor rates, unlock and edit the rates screen, and access guidance on attendance fees and trade-specific rates.
Add and approve a new contractorYou can add a new contractor and approve them by following the steps in this article.
Manage contractor insurance.You can correct an incorrect expiry date on a contractor’s insurance certificate without requiring the contractor to upload a new document.
Configuring contractors for a single siteRestrict a contractor to one site by creating a brand, linking it to the unit, and enabling the contractor only for that brand.
Contractor response timeAdjust emergency and non-emergency response times, including unit working hours that define when a contractor’s out-of-hours period begins and ends.
View and approve contractor insurance certificatesReview and approve contractor insurance certificates to confirm compliance, view uploaded documents, and correct details such as expiry dates when needed.
Attendance fees and the calculation rates on ordersUnderstand why the orders have different rates even and how they are calculated.
Enable a contractor for a PMV contractEnable a contractor for PMV work and configure the specific PMV types they can carry out.
Manage missing contractors from the Warranty selectionMake a contractor available as a Warranty Contractor for an asset in Access Maintain by updating their trade or item type settings.