Configuring Contractor Management

You can configure Contractor Management to set up interactions with contractor companies and their managers and agents.

Use Contractor Management to set up interactions with contractor companies, their managers and agents, and work order task assignments to be performed at customer sites. Add contractor companies and external managers, onboard and offboard external agents, and create work groups for external field agents.

You can use guided setup to step through the initial configuration of Contractor Management tasks in order or access them separately as you need to configure them.

The steps for configuring Contractor Management are:

1. Activate Field Service Contractor Management
2. Onboard a contractor company
3. Onboard an external manager
4. Create a work group for external field agents
5. Add external assignment groups to the dispatch group
6. Onboard an external agent
7. Offboard an external agent
8. Adding additional managers

Related topics

Contractor Portal

Work order tasks on the Field Service Contractor Portal

Recording the usage of assets on the Contractor Portal

Requesting and receiving required parts