How to Select a Contractor & Schedule Installation

This article will guide you through the process of assigning labor to a contractor and scheduling the work order.

Step 1: Navigate to the work order and click on Contractor.

Step 2: Click on Actions.

Step 3: Select your Contractor.

Step 4: Click on Okay.

Step 5: Set the Installation Date.

Step 6: Mark the order as Ready to Schedule.

Step 7: Add the order to the Schedule.

Step 8: Select the Date for the schedule.

Step 9: Choose the Day and select an End Date.

Step 10: Send an SMS to the contractor and the customer based on your preferences.

Step 11: You have the option to Turn Off the notifications.

Step 12: Click on Save to schedule the contractor.

Step 13: View the job details from within the work order.

Step 14: Go back into the work order to view the job details and send them to the contractor.

Step 15: Once the job is complete, mark it as Labor Complete.

Step 16: Mark the contractor as Ready for Payment.