General Navigation
A sub-contractor portal is a potent tool. It contains every single work order that has ever been created for your company. It is engineered for managers so your company can easily keep track of your work orders and invoices.
After you have successfully finished the enrollment process, or your company super-admin has enrolled you, you will have access to the portal with a specific username and password, enter these credentials and select “Sign In”.
The first screen you will land on is the “Work Orders” screen. The list is sorted by “Start date” by default, but you can make use of the various filters, and the search bar to get the specific work order or work orders you are looking for. Clicking on any of them will bring a sidebar containing granular information on the work order. Noteworthy are the tabs contained on this sidebar, for they will provide you with a great deal of information about the job
The second tab of this page contains invoices. Clicking on this will bring up another list. This list contains all information pertaining to the invoices your company has. Clicking on a row will open the invoice, which you can populate and submit. Once an invoice has been submitted it can no longer be modified.
At this point, the management company can decline or approve the invoice. In the case of a declined invoice, the invoice can be opened and edited. This will allow you to update the invoice and resubmit it for approval. If an invoice is approved, the invoice and its audit trail will be locked, as it is assumed that the job has been completed and the parent company has agreed to pay for your invoiced amount.
In the top right corner, we will see a grid icon. Clicking on it will reveal three options. The first option is the “Account Settings”. It contains your account information, and more importantly, it allows you to change them if you have the need. The second option is your “Company Settings”. Selecting this you will see all your company information. This includes your company logo, profile, insurance information, a list of trades and services you provide, your service areas, and your portal users. The last option, “Log out”, can be used to exit the product.