Onboarding and Company Settings
Once the management company has created your account on Salesforce an onboarding email will be sent to you. This email contains a link that will take you to your company setup in the subcontractor portal as well as your company access code.
The first screen you will land on asks for information about the super-administrator of the company account. All fields are mandatory, so fill in all the requested information. Take special care with your username and password, those credentials will be used from now on to access your account on the subcontractor portal. Once finished, hit “CONTINUE”
The following section, "Company Info & Insurance", is of particular importance. Here you will have to fill and upload documents with legal weight, so please pay special attention to these items. If you are planning to upload this later due to missing information, you may continue and provide this information later. When you are finished, hit "CONTINUE".
In "Clients and Trades" you will have the opportunity to select the types of clients you service you may also select trades and enter general rates for service. Do so and hit "CONTINUE".
Now let’s look at “Service Areas”. You can add the areas you service to your portal account in two ways. The first one is by selecting a state, this by default will add all cities in the state. You can select specific cities by clicking on the drop-down list and selecting the cities you service.
The second option is to search for an address and then add a radius in miles in which your company works. This will create a marker on the map, and a red-shaded area showing the radius you specified previously.
No matter which method you used, you can later select the service area and modify it to your needs. This can be achieved by fine-tuning the area by city, zip code, or country. The result should be a good approximation of the area that you service.
The last section is “Users”. This section will allow you to add additional users to the portal and the FTC application. You can create either Portal or Fieldtech Connect users. Portal users are usually administrators that need access to all historic information as well as job reports for the company. Fieldtech connect users are crew members who perform jobs on each of your sites. And bear in mind that by default you have a super administrator which is the one linked to the email address you received the invitation.
You can always return to it to modify any details, add any number of users, or modify an account depending on your needs; accessed through the company settings.