Navigate the Contractor view page and keep contractor details up to date.
- Once a Contractor has been created, you can view their details by heading to Contractors from the left-hand menu
- From here, locate the Contractor you wish to amend the details for and click to open their record. You can now navigate through various tabs to update their details.
- The Rates tab lets you add the various fee options a contractor may have, such as callout and labour that vary by engineer, or by currency
- The Alerts tab shows options to alert the Contractor regarding any SLAs they may have in place. These alerts are sent via email when/if an SLA has either missed, or is close to breaching. You can set up alerts for SLAs within the settings section under Contractor SLAs
- The Services tab enables you to add or amend services and select the appropriate rates and billing types for each service
- The Documents tab allows you to keep track of documents related to a Contractor. Document types are customisable, so you're able to choose what types of documents you want to store here
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