You can add new contractors to your RAVE system via the ‘Add Contractor’ button to the top left of the page. Here you'll see that Contractors can be added one at a time by adding and confirming an email address, or doing a bulk upload via a CSV. The email only option will just populate the email leaving you or the contractor to fill in the other details, while the CSV upload will populate all the fields completed.
NOTE: In both cases, RAVE will send an invitation to the contractor(s) letting them know what their login email is, allowing them to log in and check their information is correct - the email invitation/notification is automatic and can not be bypassed.
Adding a Contractor using their Email Only
To set up a new contractor with their email only:
- From the Contractors sub-tab, we click on the ‘Add Contractor’ button at the top right of the page.
- Then via the Add Contractor via Email section - we load their email address, and repeat their email address to confirm, and click ‘Continue’
- This will unlock the Send Welcome Email portion of the form
RAVE will send a welcome email to your contractor with their login username, temporary password, and instructions to help get them set up in RAVE. You can customise the welcome email Subject Line, and message copy - and save/load a contractor welcome email message template.
The Welcome Email Preview screen
Down to the bottom right of this page, we have a ‘Preview’ button. Clicking here opens a pop-up, previewing what the welcome email will look like when we eventually click the 'Send & Save' button.
As you can see at the top of this preview pop-up, we have the subject line - customised as per step 5 above.
Then your company logo (if loaded), RAVE's default invitation blurb, followed by the customisable portion of the welcome copy - as per step 6 above.
Note: Most of our clients are happy to remind their trades about the suggested upload list, and the following copy about alerts, notifications, and tender submissions. and set up instructions as per our default copy - but if any of this doesn't sit right with you, or your business, you can just go ahead and edit the text to what is right for your message.
For example, perhaps your business is not too worried about your trades maintaining a public liability insurance policy to guarantee their work. If that is the case, you can just edit the copy accordingly.
Further down, we have the getting started section instructing them to first log in by our website on their computer or phone. We give them their username (that's the email address you just loaded) and their temporary password which is valid for approx. 24 hours.
Next is the ‘Get Set Up!’ link, which takes them straight to their contractor profile in RAVE, allowing them to check that their details are correct and to complete the setup process.
Finally, there is the ‘Using RAVE Build’ section which includes two short video tutorial links, showing how to get themselves set up in RAVE, and how they can use their login to get the most out of the RAVE system. We follow that up with our contact details if they need any further assistance.
To exit the preview window, you can just click off to the side of the screen.
From here you can continue to edit the subject line, and customisable portion of the message copy - using the preview screen to double check this looks right before sending.
Once you've made all of your necessary changes, we just click on ‘Send & Save’.
The contractor email username will be loaded, and your contractor will be sent a welcome to RAVE invite email.
NOTE: RAVE will send an invitation to the contractor(s) letting them know what their login email is, allowing them to log in and check their information is correct - the email invitation/notification is automatic and can not be bypassed.
