Set up install contractors
Manage the third-party installers who fit your signs.
What this is for
Install contractors are the outside crews who install your work. Setting them up lets you assign them to jobs and share what they need, so installs are organised instead of a string of phone calls.
Before you start
- You are signed in with the right access to manage contractors.
Step by step
- 1
Open Purchasing → Install contractors and click + New contractor.
- 2
Fill in their name, location, state, rates and contact details, then save.
- 3
From then on you can pick the contractor when you plan an install on a quote.
- 4
Open the contractor and, under Installer self-service portal, use Send portal invite to give them a login.
Tips & gotchas
- Contractors only ever see the jobs you assign them through the portal — never your wider job or pricing data.