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 manage the different tabs.

Project

View Notes

• 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 cannot view them. 

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

Show Client details to 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 this setting on or off as per below. 
• When either the Branch or Project Level switch is turned OFF, this is what the contractor sees in place of a client name. The words are redacted on the list page, and then on the project overview they see "None Specified" in the client details box. 

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 documents to the branch via their Contractor Documents tab.

Licence Class

A new Licence Class setting has been added for Contractors.

Rave includes a default list of licence classes which is automatically available for users to select from. These default licence classes are managed by Rave and cannot be edited or deleted by individual branches.

You can assign the appropriate licence class directly from the Contractor Profile.

To make contractor information easier to manage across Rave, licence classes have also been added to:

• Contractor CSV Import – a new Licence Class column is available when importing contractors.
• Contractor CSV Export – the assigned Licence Class is included when contractor information is exported.
• Project People List – the contractor's Licence Class is displayed alongside their details on the project.
• Project People Export – Licence Class information is included in exported project people data.
• Project People Print – Licence Class information is also displayed when printing the Project People list.

This makes it easier to record, view and report on contractor licence information throughout Rave.