Deleting a Sub-Contractor Connection
- Chellie Esters
Owned by Chellie Esters
Jan 10, 2021
1 min read
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You may delete a sub-contractor company from your Work Order Assignment list when:
- a sub-contractor declined an invitation to join you;
- you no longer wish to assign work orders to a sub-contractor company; or
- a sub-contractor company opts to disconnect from your company. Those companies will have “Disconnected” as the status, as illustrated below for Magic Touch Facility:
⦿ How to Delete a Sub-Contractor Connection
Important
Before deleting a sub-contractor connection, all work orders assigned to the sub-contractor must be reassigned to either another sub-contractor or one of your technicians.
- Under the Sub-Contractors tab, click the arrow next to the desired sub-contractor.
- (Required) Reassign all listed work orders listed for that sub-contractor to either another sub-contractor or your internal technicians.
- When all work orders are reassigned, click Delete. A confirmation modal appears.
- Click OK in the confirmation modal. The sub-contractor connection is removed from the list.
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