Click here to enrol in a free course on how contractors use Fixflo
In order to get the most value out of Fixflo, it's important to let your contractors know you are going to be using a new software to manage your repair and maintenance requests, this will help them see the value in it too!
In order to help you do this, we have created content specifically for contractors to help them get used to using Fixflo.
First of all, we recommend sending them a welcome email when you are ready to go live. You can review this by going to Setup > Content Edit:
This is where you can make changes to your emails which are sent outside of the Fixflo system. You will want to scroll down and click on 'Email - Welcome Contractor':
Here you can see what the email looks like and you can make any changes you'd like, just make sure to press 'Save' once you're finished editing.
We would recommend to keep the token [PWDRESETTOKENBUTTON] as this is what allows your contractors to set up their password.
If a contractor mentions they forgot their password, you can resend them the welcome email so they can set it up again.
Once you are happy with the email and ready to send this out to your contractors, you can either send a bulk email out or email just one contractor.
Sending The Welcome Email To All Of Your Contractors
If you would like to send the welcome email to all of your contractors on your Fixflo system, simply click on 'People' > 'Contractors' and you will find 'Options' towards the top left hand side of the page:
When you click on 'Options' you will find the option to send the welcome email. If you click on this, it will send the welcome email to all of your contractors on the system:
Sending The Welcome Email To One Of Your Contractors
If you would like to send the welcome email to one of your contractors on your Fixflo system, simply click on 'People' > 'Contractors' and the use the search bar to search for your desired contractor:
Once you have found your desired contractor, simply click into their profile and scroll to the bottom of the page where you will find the button 'Send welcome email':
Underneath this button you will see when the welcome email was last sent to this particular contractor:
When you add a new contractor to the system by clicking on 'Add new contractor' at the top of the 'Contractors' page, the new contractor will automatically receive a welcome email.
Useful Information
We have produced some useful content for you and for your contractors! (These are all also included in the welcome email):
These should all help loads with improving your contractors' experience with Fixflo!
We also recommend checking out our various other Contractor guides so that you can better familiarise yourself with how your contractors will be using Fixflo on their end.