Contractors
Manage new or existing contractors
By Rubin and 1 other2 authors10 articles
Setting up a primary contractorAssign or update the primary contractor for a trade type within a zone so 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 contractorAdd new contractors, manage invitations, approve applications, and configure coverage and documentation.
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.
Configure a contractor for a single siteRestrict a contractor to one site by creating a brand, linking it to the unit, and enabling the contractor for that brand only.
Manage 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 orders have different attendance fees and how they are calculated based on callout type and timing.
Enable a contractor for a PMV contractEnable a contractor for PMV work and configure the specific PMV types they are eligible to carry out.
Manage warranty contractors for an assetMake a contractor available for warranty contractor selection by updating their trade or item type settings.