Inviting Sub-Contractors via Work Order Assignment

Owned by Chellie Esters
Last updated: Jun 02, 2022 by Caroline Antoun
3 min read

Inviting sub-contractors to work with you follows a similar path as inviting technicians. Once sub-contractor companies are invited, they will create a simple profile that links them to your business. Here you can:

After a sub-contractor company is in, you can assign work orders to them.

Inviting Sub-Contractors into Work Order Assignment

You may add sub-contractors either singularly or in bulk.

⦿ How to Invite a single Sub-Contractor
  1. Click the Sub-Contractors tab.
  2. Click +Add . The Add Sub-Contractor modal appears.
  3. Enter the Company Name and Country, and then Next Step.
    • If the contractor’s company appears, select Yes, This One.
    • If the contractor’s company does not appear, select None of the Above.
      • The Sub-Contractor's Details modal appears, where you can enter the company's contact information to send the invitation.
  4. Enter the account details, and then click Send or Done.
  5. Read the Message Sent modal, and then click Close. The sub-contractor is added to the list.

You cannot assign work orders to a sub-contractor until after the company has accepted your invitation.

⦿ How to Add Multiple Sub-Contractors (Bulk Upload)
  1. On top of the Sun-Contractor list, click Bulk Upload. The Bulk Upload overlay appears.
  2. Click Download Spreadsheet (titled “Subcontractor upload template.xlsx”) and then Save the Excel spreadsheet.
  3. Open the Subcontractor upload template.xlsx spreadsheet and enter each Company Name, Country, State / Province, the First Name and Last Name of the Administrator of the account, Website, Company email address, and Phone, one per row.
  4. Save the spreadsheet once all sub-contractors are added.
  5. Under the Sub-Contractor tab in Work Order Assignment, click Upload Spreadsheet to locate and select the spreadsheet on your hard drive, and then click Open or OK. The Bulk Upload modal appears. The sub-contractors will list on the page for you to review the information for accuracy.
  6. (Optional) Click any field to edit information, or add information that may not have transferred correctly.
  7. Click Proceed. The email message appears.
  8. (Optional) In the message box, edit any information as necessary.   
  9. Click Finish, and then (if needed) refresh the page. The sub-contractor companies appears on the list.

You cannot assign work orders to a sub-contractor until after the company has accepted your invitation.

Monitoring Sub-Contractor’s WorkForce Invitation Acceptance

Once a sub-contractor is created you can:

  • monitor when a sub-contractor accepts your invitation; and
  • invite the sub-contractor again after some time has passed without a reply.

Below are the statuses you may see next to a sub-contractor:

  • WF Acct Created: The sub-contractor has accepted the invitation. You are now able to assign work orders to that sub-contractor.
    • You can also see the number of technician profiles completed for that sub-contractor.

  • No Response: The sub-contractor has not accept the invitation yet. You will see when the invitation was sent, as well as the Invite Again button, so you can send another invitation after some time has passed.

     Click here to learn how to resend an invitation.
    ⦿ How to Resend an Invitation to a Sub-Contractor
    1. Next to a no-response sub-contractor, click Invite Again.
    2. Enter the Company Name and Country, and then Next Step.
      • If the contractor’s company appears, select Yes, This One.
      • If the contractor’s company does not appear, select None of the Above.
        • The Sub-Contractor's Details modal appears, where you can enter the company's contact information to send the invitation.
    3. Enter the account details, and then click Send or Done.
    4. Read the Message Sent modal, and then click Close. The sub-contractor is sent a new invitation.

  • Declined: The sub-contractor has rejected the invitation. You cannot assign work orders to that sub-contractor.

    In cases when the sub-contractor declined the invitation in error, you must first delete the company from the console, and then add the invitation again.

There is also a Disconnected status, which occurs when a sub-contractor company removes itself from your list. See Deleting a Sub-Contractor Connection for more information.

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