Manage Contractors

Contractors group technicians and associate them with regions. This association can affect how the system matches technicians to tasks at customer sites.

When a technician and a customer site share the same region through a contractor, the technician can be assigned to tasks at that site.

Use work groups instead of contractors for most new implementations.

Add a contractor

1. Open Workforce > Contractors.
2. Select Add new.
3. Enter contractor details, contact information, and location details.
4. Select Save.

Assign regions to a contractor

Assign regions and sub-regions to define where the contractor operates.

Region matching can assign technicians to tasks at customer sites.

1. Open Workforce > Contractors.
2. Select a contractor to assign regions to.
3. Select Regions > Add new.
4. Enter a Region and Subregion (optional).
5. Select Save.

Assign technicians to a contractor

Assign technicians to assign to contractor tasks.

1. Open Workforce > Contractors.
2. Select a contractor to assign technicians to.
3. Select Technicians > Add new.
4. Enter filter criteria such as region, skills, or availability.
5. Select View technicians.
6. Select one or more technicians.
7. Select Save.