Contractors will need to be added to Fixflo so that you can progress works onto them. 

If you need to add a new contractor to your Fixflo site, simply go to People > Contractors.

At the top of the screen there is an Add contractor option:

Please note - if you do not have this option, it may be because of your user role permissions. Speak to an 'Administrator' Fixflo user on your system for assistance.

You can then input as many details about the contractor profile as required, though there are a few mandatory fields:

  • Company Name 
  • Email Address

After this, you can fill in the services that the contractor may provide, using the check-boxes found within the 'Show all' option next to 'Services':

As soon as you hit Create and add a contractor, they will receive an email introducing them to Fixflo. If you want to review and/or amend this email you can do so - more information here.
The Contractors tab is also where you can view and amend all of the contractors that you have already added to your system.

If you want to add a large bulk amount of contractor profiles simultaneously, please see more information on our data import guide here.