This article is about how to add a contractor who isn't already in the app. To learn how to pair with a contractor who's already setup in the app, see this article.
To add a contractor to the app:
- From the left side bar, head to Relationships → Contracting Firms. Check to see if the firm is not already on your list.
- If the firm is not in the app, select 'add new company'
- You can find more info on adding a company via this article
- Once the firm has been added, you can now add a user by heading to Contractor Users
- You can find more information on adding a user by heading to this article
- If the firm is already in the app, check also to see if the Contractor User is not already added.
- If they are already in the app, but haven't accepted their invitation, you can hit "resend"
so they can sign up. - If it says that they're in the app and have joined, but they don't know their login, you can select edit → 'send reset password email'
- If they are already in the app, but haven't accepted their invitation, you can hit "resend"
Once your Contracting Firm has been added, you will automatically be paired with them.
For a detailed explanation, see this video below: