Creating a New Resources/Subcontractor

Creating a new Resource or Subcontractor in the system is an essential step in organizing service providers who support your warranty operations, maintenance tasks, or project requirements. This process ensures that every subcontractor is properly registered, identifiable, and ready to be assigned to specific work orders, warranty claims, or service activities.

Please see the attached video, which provides a detailed overview of Creating a New Resources/Subcontractor. 

Follow these Steps in Creating a New Resources/Subcontractor: Creating a New Resources.Subcontractor.pdf

1. Click "Contacts"
2. Click "Resources"
3. Click "New Contacts"
4. Ensure that the UserName field is completed with the correct relevant information
5. Enter "Email Address"
6. Please enter "First Name"
7. Please enter "Last Name"
8. Select the "Subcontractor Role"
9. Click "Register"

✅ Tips in Creating a New Resources/Subcontractor:

1. Ensure Accurate Information

   • Enter complete and correct details such as the contractor’s name, contact information, and company details to avoid issues during assignment or communication.

2. Assign the Correct Role

   • Select the appropriate subcontractor role to ensure proper classification and access based on their specialization or function.

3. Verify Required Documentation

   • Upload any necessary licenses, permits, certifications, or insurance documents if applicable. This ensures compliance and readiness for deployment.

4. Specify the Service Category

   • Clearly identify the subcontractor’s area of expertise (e.g., electrical, plumbing, carpentry) to streamline task assignments and warranty service routing.

5. Use Clear and Updated Contact Details

   • Make sure that the phone number and email address provided are active and regularly monitored to support smooth coordination.

6. Check for Duplicates

   • Before creating a new entry, verify if the subcontractor already exists in the system to avoid duplicate records.

7. Activate the Subcontractor

   • Ensure the status is set to Active so the subcontractor becomes available for work orders or warranty claim assignments.

8. Maintain and Update Records

   • Periodically review subcontractor profiles to keep their information up to date, especially if they change contact details, service scope, or availability.

9. Add Internal Notes (If Needed)

   • Document any important internal information such as work preferences, availability constraints, or performance notes.

10. Save and Review the Entry

• After completing all fields, review everything before saving to ensure accuracy and completeness.