Contractors and Suppliers setup

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Accounts
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Depending on your business, there is a clear distinction between suppliers and contractors. If you are a service provider (eg. Fire Maintenance, Electrical) you may use contractors to carry out services on behalf of you. Conversely, if you are a facilities manager you may use various suppliers to perform services outright. 

Allocating contractors to certain services/routines automatically sends out a work order/task to your contractors, the easiest way to test this is set yourself up as a contractor and allocate the work order to yourself so you can see what happens. 

To enter the Contractors Dashboard

Step 1: Click the People tab. From the drop-down menu, select Contractors.

Screen_Shot_2019-08-05_at_9.32.29_am.png

Here you have the ability to:

  1. Create a new contractor
  2. View "contractors by sign-off method"- to see those contractors who have been requested for a sign-off each month (Read more about signoffs
  3. Add contractor skills, categories, tags and service areas to further differentiate between all contractors on the system when logging a specific job.

Update a contractor

From the dashboard select a contractor from the list to view the contractor page. 

Part A: Within the contractor page, you can update contractor details, write an internal note via the timeline and update signoff settings/preferences. 

Part B: At the bottom of the contractor page, you can also view their signoffs or any correspondence (Read more here), and documents.

To create a new contractor

Step 1: Click the blue button labelled New contractor.

Step 2: You will be redirected to a form that requires product details, billing information and stock control information.

2.1 General informationScreen_Shot_2019-08-05_at_9.36.22_am.pngAccount- If you are a sub-contractor and have an account to log into Uptick (Read more here), assign account in this field.

Category- Group together contractors in a category (e.g. gardeners, electricians etc. ).

Skill- Assign a skill set to a contractor to further distinguish between contractors.

Email-  IMPORTANT: Make sure this email is accurate as this will be a vital component of correspondence throughout the system.

Service areas- Allocate geographical areas to contractors for easier contractor allocation.

CertTrackerID- Contractor's certificate of currency ID. 

Step 3: Once all the fields have been correctly entered, click Save contractor.

Screen_Shot_2019-08-05_at_9.37.16_am.png

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