Onboard a contractor company

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: wm_admin and wm_contractor_manager_int

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    1. Navigate to Outsourced Field Service > Outsourced Service Providers.
    2. Click New.
    3. On the form, fill in the fields.
      Tabela 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.
      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.

    Resultado

    The external contractor company is successfully onboarded.