How to Set Up the Contractor Portal

Overview

Enable contractors to use the contractor portal to increase your workflow efficiency, as contractors can enter information in the portal that you can then see in simPRO, as well as view their job cards, invoices, and schedules.

It also makes it easier for contractors to keep track of the work orders you have sent them.

US only: If you use simPRO in the United States, the term 'work order' is used instead of 'job card'.

US only: If you use simPRO in the United States, the term 'contractor work order' is used instead of 'work order'.