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 contractorâs 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 contractorâs 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.