Skip to main content

How do I connect with a contractor?

N
Written by Niven Ragavan
Updated over 3 months ago

In order to view Contractors or Subscribers that have connected with you, the first step is to have the correct account toggle turned to on. Read this article to ensure your account is enabled for viewing Contractors: How to enable the My Contractors section.

Connect with a Contractor

Connecting with a contractor/subscriber on the system is simple.

  1. From the left side menu, click on the Connect option.

  2. On the Connect with Companies page, click to select the Contractors option.

  3. You can choose to search for contractors based on

    1. Company name: choose Select by Name, then use the drop-down list of Subscribers.

    2. Location and services: choose Search. Then pick Country, State/Province and Services.

  4. Choose the Subscriber name from the list.

  5. Click on View Contractor.

  6. A new screen will appear that shows the Subscribers' Status which includes their Company name and information, Location(s) and Services.

  7. On this screen, you can click to 'Send Request'. This sends a notification to that Subscriber with the connect request. They can then connect and release their data to you.

Once a subscriber makes the connection, they will appear in your My Contractors section.

Did this answer your question?