Onboard a contractor company

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Onboard a contractor company to outsource field service tasks. The contractor company then sends its employees to the customer location to perform required tasks.

    Before you begin

    Role required: wm_admin and wm_contractor_manager_int

    About this task

    The work order tasks of the contractor company are automatically assigned to the manager for reassigning it to the field agents. The users can update the work order tasks company only if a manager is assigned.

    Note:
    The users will not be able to edit or assign the work order tasks of this contractor company if a manger is not assigned to the company.

    You can also do the initial configuration of onboarding a contractor company through the Field Service > Administration > Contractor Management guided setup. For more information about using the guided setup interface, see Using guided setup.

    Procedure

    1. Navigate to Outsourced Field Service > Outsourced Service Providers.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Outsource Service Providers form
      Field Description
      Name Name of the contractor company.
      Manager Internal manager of the company selected from a drop-down list. The default value is System Administrator.

      The work order tasks of the contractor company are automatically assigned to the manager for reassigning it to the field agents.

      Users can update the work order tasks company only if a manager is assigned.

      Note:
      The users will not be able to edit or assign the work order tasks of this contractor company if a manger is not assigned to the company.
      Phone Company phone number.
      Fax phone Fax number of the company.
      Website Web address of the company.
      Street Mailing street address of the company.
      City City in which the company is located.
      State / Province State or province in which the company is located.
      Zip / Postal code ZIP or postal code for the company.
      Country Name of the country in which the external contractor company is located.
      Service Provider Type Field Service Provider.
      Notes Any information about the company that would be helpful for others to know.
    4. Click Submit.

    Result

    The external contractor company is successfully onboarded.