NEXGEN Contractor Portal: Connecting You With Your Contractors - 02.27.24

NEXGEN Contractor Portal: Connecting You With Your Contractors - 02.27.24

Webinar Recording 



Webinar Summary 

During this webinar, we went over the NEXGEN Contractor Portal: what it is and how it can be used. See below for an outline of the webinar along with the attached slide deck and user guides.

What is the Contractor Portal? (10:47) 

  1. A NEXGEN product that interfaces with your existing NEXGEN site.
  2. A new URL
  3. Specifically for contractors
  4. Added service (not included with your main NEXGEN site) 

How does the Contractor Portal help connect you to your contractors? (14:10) 

  1. Limit/eliminate paperwork
  2. Streamline work management between employees and contractors
  3. Data access is limited (contractors only see work assigned to them) 

Contractor Portal Options (16:48) 

  1. Work Management Portal
  2. Backflow Testing Portal
  3. Both

Web Application Walkthrough (20:00) 

  1. Assigning work to a contractor
  2. Contractor’s view
  3. Work Orders (WO) in the Contractor Portal compared to WO in NEXGEN proper 

Q&A Break (31:00) 

  1. Limiting contractor access to Backflow Inspections
  2. Contractors can’t create work orders in the Contractor Portal
  3. Updating cost 
  4. Character limit in comments – 250 

Managing Contractors (38:00) 

  1. How to assign contractors to the Contractor Portal
  2. Manage Company option 
  3. Portal Options – assign specific contractors to a WO 

Q&A Break (50:00) 

  1. Attach inspections to assets for contractors to complete
  2. Notification of WO completion
  3. Can a WO be triggered based on inspection results?  

Contractor Admin Option (55:50) 

  1. One person is assigned as an administrator
  2. This person can then assign work to different employees 

Mobile Application Walkthrough (58:00) 

  1. Available for iPhone and Android phones
  2. Can be downloaded onto the iPad
  3. NEXGEN hotspot includes ability to directly scan assets and upload documents
  4. Work Orders are a limited version of Work Orders in NEXGEN proper 


If you need additional help with the topics covered during this webinar, feel free to explore the Knowledge Base, or email support@nexgenam.com.