How to Invite a Vendor to Your Site in ContractorOS

As a Site Administrator in ContractorOS, one of your first tasks will be to invite your Vendors to register with ContractorOS so that any Contractors employed by those Vendors can enjoy streamlined access to your work sites.  

Here is a video explaining how to invite a Vendor to your site in ContractorOS:

Here is a written guide explaining how to invite a Vendor to your site in ContractorOS: 

1. Login to ContractorOS.
2. Select Manage > Vendors to access your Vendors list.
3. Click the blue Invite Vendor button 
4. In the pop-up window, follow the prompts to fill in the Vendor’s information, such as:
   • Basic invitation info:
     • Contact Email Address
     • Contact Phone Number
     • Company Name
     • Contact Name
     • Send Instructions – Use this to send a message to your Vendor contact as part of the invitation.
       
       
       
       
   • Sites: Select which site(s) the Vendor and their Contractors will need access to. 
     
     
     
     
   • Assign Tasks: Determine which Tasks must be completed by the Vendor representative and each Contractor working for that Vendor in order to be considered compliant with the requirements of your site. Toggle between the Vendor and Contractor tabs to see a list of all available documents. 
     
     

Click Next once complete. 

All done! You should see a confirmation message when the Vendor is successfully invited.