Overview

With MobiWork you can easily add or enable existing contractors. This section will guide you on how to accomplish either action as well as explain the differences between the two functions.

Note: Only use the Add Contractor function when creating a contractor profile for a new contractor. Do not enable a previous contractor's profile for a new contractor; this will overwrite the historical data (e.g., work orders) from the previous contractor and replace it with the new contractor's information.

How to Access the Page

With MobiWork you can add new contractors or enable contractors that have been disabled. The following subsections will illustrate how to access these features.


Add Contractor

You will be able to add a contractor through the "List" tab. For more information how to access this page, please see the Contractor List page.

Once you are on the "List" tab, click on the Plus Sign in the top right corner to add a new user:

When you click on the Plus Sign button, the Add Contractor pop-up window will automatically appear.

Note: Only use the Add Contractor function when creating a user for a new employee. Do not enable a previous contractor's user profile for a new contractor; this will overwrite the historical data (e.g., work orders) from the previous contractor and replace it with the new contractor's information.


Enable Contractor

You will be able to enable a contractor through the "List" tab. For more information how to access this page, please see the Contractor List page.

When you are on the "List" tab, please make sure that the "Disabled" predefined search is selected. Once this is done, there are three different ways you can enable a contractor:

  1. Right-click on a contractor to open the right-click options and from the drop-down, select the "Enable" option. (The options that are displayed when you right-click on a contractor are also available when you select the Individual Actions button).

  2. Select the More Actions button and from the drop-down, select the "Enable Selected Users" option. Please note that this option will give you the ability to enable multiple contractors at once.

  3. Click on the Individual Actions (the three vertical dots) and from the drop-down select the "Enable" option. (The options that are displayed from the Individual Actions button are the same as when you right-click on a contractor).

Note: Please note that if you have a contractor returning to your company (e.g., a contractor that was out of town for a season) you can enable that contractor; this will then reactivate the contractor account that is already within the system.

Add Contractor Window

Once the Add Contractor pop-up window appears, you will be able to input the necessary data for your new contractor:

In the Add Contractor pop-up window input the:

  • The first and last name of the contractor.

  • The email address of the contractor and the contractor's phone number.

      • Note: Please do not put special characters in the phone number field; doing so will inhibit the ability to send text messages to the recipient.

  • The contractor's job title and the supervisor in charge of the contractor.

  • The contractor's pay and billable rates.

  • Any comments associated with the contractor.

  • The Authentication Method that the contractor will use to acccess their MobiWork account (i.e., MobiWork user ID and password, or their Google account, or their Microsoft account).

  • The login ID and password for the contractor.

  • The user role and permission level within your company.

  • The contact address of the contractor (this address will be used when issuing work orders, etc).

  • The groups that the contractor should be a part of.

  • All the terms for the Add Contractor pop-up window are defined below:

The terms for the Add User pop-up window are defined below:

Name:Description:
"First Name" The contractor's first name.
"Last Name" The contractor's last name.
"Mobile" The contractor's phone number.
"Alternate" The contractor's alternate phone number.
"Email" The contractor's email address.
"Job Title" The contractor's job title within your company.
"Supervisor" The supervisor of the contractor; the supervisor can access and take action on the contractor.
"Company Name" The company that the contractor associated with.
"Fax Number" The fax number of the contractor.
"Pay Rate" The pay rate that the contractor earns.
"Billable Rate" What a client is charged for the contractor's services.
"Vendor Reference ID" The ID of the vendor associated with the contractor.
"Authentication Method" Displays how the contractor can acccess their MobiWork account (i.e., MobiWork user ID and password, or their Google account, or their Microsoft account).
"Login ID" The MobiWork Login ID of the contractor.
"Password" The MobiWork password of the contractor.
"Confirm Password" Retype the password in this field to confirm it.
"User Role" The contractor's role. Can either be a user (permissions can be edited) or a Global admin (have access to all actions within MobiWork).
"Permission" Indicates which permission template the contractor will be assigned to; this field will only appear if "User Role" is selected as the role.
"Home Dashboard" Indicates the type of dashboard that the contractor uses in MobiWork.
"Address Lookup" Alternatively, you can use the "Address Lookup" field or the "Latitude/Longitude" fields to enter the contractor's address.
"Street Address 1" In this field input the address of the contractor.
"Street Address 2" In this field input the any additional address information of the contractor.
"City" In this field input the city of the contractor.
"Country" In this field input the country of the contractor.
"State" In this field input the state of the contractor.
"Zip Code" In this field input the zip code of the contractor.
"Latitude / Longitude" Allows you to input the latitude and longitude coordinates of the address.
"Location Name" The name of the location that is associated with the contractor. This name corresponds with address fields above.
"Groups" List the groups associated with the contractor.
Enable Contractor Window

Regardless of the method you choose to enable a single contractor, once you select the "Enable" action the contractor will automatically be enabled.

Enable Multiple Contractors

Within MobiWork, you will be able to enable multiple contractors at once. You will need access the More Actions button from the "List" tab. For more information on how to access this page, please see the Conractors List page for more information:

  1. Once, you are on the "List" tab, check off the contractors you would like to enable:

    • If you would like to enable all your contractors, you can click on the topmost checkbox (Multiple Selection Area).

    • Click on the More Actions button and from the drop-down select the "Enable Selected Users" option:

  2. The Enable Selected Contractors pop-up window will then appear. Enter the specified number and click the Yes button to confirm that you would like to enable the selected contractors:

The selected contractors will then be automatically activated within the system.