The process of adding a single contractor to RAVE, is to enter their email address via the Contractor/Contacts button's 'Add Contractor' workflow - which sends them an invite email, with their login details, to start using RAVE.
If this contractor is NEW to RAVE i.e. the contractor’s RAVE profile exists in your business ONLY - you have the ability to edit their contact information - via the instructions below.
To EDIT a Contractor’s contact details when their RAVE profile exists in your branch ONLY
If a contractor’s login/RAVE profile only exist in your branch/business – you have the ability to edit their contact information – via the ‘Edit’ button under their Contractor Profile.
- From the Contractors/Contacts button's, Contractors sub-tab, we click on the ‘Show’ button of the contractor profile we are wanting to update.
- We then click on the 'Edit' button to the top right of the Contractor Profile screen
- You are then able to update the relevant contractors' contact details
- Once you've updated all of the necessary contact details, click the 'Save' button to confirm your changes
- This will return you to your contractors list, where you'll see your contractor's details have been updated.
To REQUEST a change to a Contractor’s contact details when their RAVE profile exists in MULTIPLE branches/businesses
If a contractor’s login/RAVE profile has access to more than just your branch/business – you will not be able to edit their contact details via your branch login.Instead, you can ask the contractor to update their own details in RAVE, or alternatively, you will need to email RAVE’s customer support team with a request to do this for you, providing the below details:
- Email subject line: Request to CHANGE contractor contact details
- The contractor's contact name, phone number, and email - this is required to verify the change request
- Their current RAVE email/login username
- Plus the relevant details to change below:
- Their new (or additional) notification email address(es)
- Their new Company Name
- Their new primary contact's First and Last Name
- Their new contact Phone Number(s)
- Their Trade