Adding Contractors & Suppliers into TheWorxHub
TheWorxHub requires work orders to be assigned to either a staff
member or to a contractor. Adding contractors and suppliers into
TheWorxHub and assigning them to work and/or purchase orders
creates an archive for all purchases, costs, and work history
associated with each company.
Adding a single contractor or supplier directly from the
software is simple and recommened if you have a small list of
contractors and/or suppliers to add. Click Adding a
Contractor to learn how to do add a contractor/supplier
directly from the software.
When getting TheWorxHub up and running in the first place, there
can be quite a significant number of companies and contacts to add.
The following Watch, Listen and Learn video explains how to fill in
an Excel Input Sheet to make your initial setup quick and easy.
Once you've completed your Contractor/Supplier Input Sheet,
email it to your Customer Success Team rep who will get your data
loaded into TheWorxHub.
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Add contact details for your
contractors directly from the software and learn about setting
different contractor contacts for your different departments.