Clicking on the 'Contractors/Contacts' button, takes us to the 'Contractors/Contacts page defaulting to the Contractors sub-tab.
The Contractors sub-tab displays the Contractors List, with your contractors listed down the page, across the page we display their name (First and Last if loaded), their notification email (top) and their login username email (bottom), their license building practitioner number and license expiry if loaded, their primary contact number, their trade type, their company or business name, and their last login - which is handy to see when they last logged in or if they've ever logged in at all. This is an easy way to see how active your trades are within RAVE.
Show, Resend Invite, and Remove (a contractor)
To the right of each entry, we have the ‘Show’ button to open up and update a contractors profile. Also a dropdown menu including a ‘Resend invite’ option, which is available until they've logged into RAVE, and ‘Remove’ which allows you to delete a contractor from your branch. The remove option is only available to those with the Branch Owner permission.
NOTE: Removing contractors from here doesn't delete their contractor profile within RAVE, but it does instantly remove them from your branch. This will also remove them from all projects, and subsequently any project checklists, and tasks they've been given access to.
Each of these fields are searchable by the search button (to the top right of the list), and you can print and/or export your contractors list as a CSV file as required.
Contacts
The ‘Contacts’ sub-tab is primarily used by our maintenance clients, this is where you would load tenants and their contact details if you do a lot of maintenance work. Or, for those clients who don't want Contractors to be used in the Financial part of Rave.
Or, a Supplier that doesn't need login access to Rave.
