Branch Contractor Settings

Click your profile circle Dropdown  to the top right of the Rave Screen. Select Branch Settings then Contractors

Under Contractor Settings you have the option to:

• Turn on and off Contractors ability to see notes added under the Project Notes. 
  • When the slide is on, your Contractors can see the notes and receive an email when a note is added/edited, when the slide is off they will not be able to view them. 
• Hide Client details from Contractors
  • Hiding client details from Contractors is the default for all new branches created.
  •  It can be overridden on a per project basis by selecting the project - then project settings then sliding on or off this setting as per below. 

When either the Branch or Project Level switch is turned OFF this is what the contractor sees in placfe of a client name. The words redacted on the list page and then on the project overview they see  "None Specified" in the client details box. 

• Contractor Display Format
  • Choose how the contractor company name and first and last names are displayed in the Scheduling System. Either First and Last name with their Company in brackets second or Company Name first then First and Last in brackets. 

• Include Trade in Display
  • Append trade information in contractor display eg:  Company (first | last) - Trade

Custom Contractor File Categories

Branch users can now add custom category names under the Branch Contractor Settings for certain documents. This is a permission based feature allowing you to create and edit Category Names that are specifically for use in your branch with your Contractors.

Branch user with "Contractor Settings - Add/Edit/Delete" permission will be able to slide notes on or off and add/edit/delete custom categories

Contractors view those custom categories added at the bottom of the list when uploading files to the branch.