How to Invite a Vendor to Your Site on ContractorOS

As a Site Administrator in ContractorOS, one of your first tasks will be to register Vendors into the ContractorOS system 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, or login to FacilityOS and then select ContractorOS from the modules list.
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 invite.
       
       
       
       
   • Sites: Select which site(s) the Vendor and their Contractors will need access to. This will determine which documents they will need to submit in order to gain access to the site. 
     
     
     
     
   • Assign Tasks: Determine which Tasks must be completed by the Vendor contact and each Contractor working for that Vendor. A task is a document that the Vendor or Contractor must upload in order to be compliant for work at your site.
     
     

Click Next once complete. 

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