Contractors add-on

Contractor's module is designed to help you overcome communication and management challenges with your suppliers and service providers.

Updated over a week ago

To access the Contractor's module, navigate to the left menu and select the "Contractors" option. Here, you can create new contractors, as well as edit, archive, or view existing ones. Right-click on an entry to perform the desired action.

To streamline contractor management, you can leverage various filters such as title, tags, domain, and creation date. Additionally, you have the flexibility to show or hide archived entries. Customizing the visible columns in the contractors' list is also possible. Simply click the "Arrange" button, mark or unmark the checkboxes according to your preferences, and click "Submit." Only the selected columns will be displayed.

Creating a new contractor is straightforward. Click the "+New contractor" button and provide the contractor's title, Frontu domain, and relevant tags for identification. Once all the necessary information is filled in, click "Save," and the new contractor will be added to the list.

To view linked client requests, go to the left menu and select "Linked client requests." This section allows you to create new linked client requests and manage existing ones by reviewing and editing them.

When a work order is completed, you have the option to download the work order PDF report, which provides comprehensive information about the finished work order. Please note that this option is only available when the work order status is "Completed."

The "Linked client requests" window offers various filters to help you narrow down your search. You can filter by work order number, contractor, customer, work order type, and other relevant request details. The "Arrange" button empowers you to choose which information to display in the list. Simply select the desired columns and click "Submit" to apply the changes.

To create a new linked client request, click the green "+New linked client request" button. Title, priority, and object are required fields. Additionally, you should select a contractor (either in this window or later) and a work order type. While the description field is optional, you can utilize it to provide additional information about the request. The note section is visible to administrators and contractors but remains hidden from customers. For internal use, an internal note can be added. Furthermore, you can attach relevant documents or pictures in the files section below.

Once a linked client request is created, the assigned contractor can find it in their domain under the "Client requests" tab. By clicking "Work order" in the left menu and selecting the "Client requests" tab, the contractor gains visibility into all linked client requests associated with their account. Utilize different filters such as title, creation date, customer, object, created by, object city, and customer city to refine the list. The "Arrange" button allows you to choose the columns to be displayed in the list view.

To establish a link between an object and an internal object, click "Link to internal object." You will see the object's name and address, enabling you to establish the connection. If the object does not exist in your system, you can create a new one using the "New object" option at the end of the list.

After selecting the object, click "Save." With the object successfully linked, you can now create a work order from it. Right-click on the request and select "Create work order." The work order creation window will appear, allowing you to set the planned start time, work order type, and assign a user. You can also edit any pre-filled information from the request. Click "Save" to create the work order or choose "Add jobs and more" to include additional details.

Once the work order is created, Request will disappear from the list. The status of the work order will be visible to both the creator of the linked client request and the contractor's account.

Upon work order completion, the PDF report will be available to both parties, providing comprehensive insights into the work order's details.

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