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Subcontractors and Customers
Guest
Quote from Guest on 9th April 2018, 4:09 pm
Hi Gerry,
How do we make a subcontractor a customer also. This is in relation to one of subcontractors.
Hi Gerry,
How do we make a subcontractor a customer also. This is in relation to one of subcontractors.
Gerry@gerryokappy-com
23 Posts
Quote from Gerry on 9th April 2018, 4:15 pm
If you want your subcontractor to be as well,
- click on Connections
- then select Customers
- Click new company
- Enter the email address of your subcontractor and search.
- Click connect
- Then click Customer AND subcontractor in the pop up. (if you want to change a subcontractor to a customer, then tick customer only)
- Add a message if required then click request.
- Once you refresh your screen, you should be able to add jobs for that customer.
If you want your subcontractor to be as well,
- click on Connections
- then select Customers
- Click new company
- Enter the email address of your subcontractor and search.
- Click connect
- Then click Customer AND subcontractor in the pop up. (if you want to change a subcontractor to a customer, then tick customer only)
- Add a message if required then click request.
- Once you refresh your screen, you should be able to add jobs for that customer.