Invitations

Inviting and adding service providers to your network allows you to manage them in the Compliance Manager and dispatch work orders to them in Service Automation, Dashboard, and the SC Mobile app.

Picture showing My Invitations page

From My Invitations, you can manage:

  • Active Invitations. This section lists the invitations you have sent to your service providers and allows you to accept or decline a service provider, view service providers' progress with completing your requirements.
  • Invitation History. This section lists your accepted, declined, revoked, or expired invitations.
  • Create Invitations. This section lets you send invitations to service providers.

Once you add service providers to your network, you can then manage them through the Active Contractors page.

Accessing Invitations

⦿ How to Access Invitations
  1. On the Compliance Summary page, hover your mouse over the Contractors tab. A list of options appear.
  2. Click Invitations.
    Hover over the Contractors tab, and click Invitations to open the Active Invitations page
    The Active Invitations page appears.