Subcontractor Portal
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 enginee...
Fri, Nov 18, 2022 at 3:37 PM
Invoicing Once you have completed a work order, please head to your email, in which you will have received an email alert that contains a link to an invoic...
Tue, Apr 9, 2024 at 8:44 AM
Onboarding and Company Settings Once the management company has created your account on Salesforce an onboarding email will be sent to you. This email cont...
Fri, Nov 18, 2022 at 3:42 PM
Processing a Work Order There are times that due to unforeseen events your crew members are unable to report on the field. In such occurrences, as an admin...
Fri, Nov 18, 2022 at 3:44 PM
Updating Account Settings In the top right corner, we will see a grid icon. Clicking on it will reveal three options. The first option is the “Account Sett...
Fri, Nov 18, 2022 at 3:45 PM
Using the Work Order List 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 ...
Fri, Nov 18, 2022 at 3:46 PM