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.
What is the Contractor Portal? (10:47)
A NEXGEN product that interfaces with your existing NEXGEN site.
A new URL
Specifically for contractors
Added service (not included with your main NEXGEN site)
How does the Contractor Portal help connect you to your contractors? (14:10)
Limit/eliminate paperwork
Streamline work management between employees and contractors
Data access is limited (contractors only see work assigned to them)
Contractor Portal Options (16:48)
Work Management Portal
Backflow Testing Portal
Both
Web Application Walkthrough (20:00)
Assigning work to a contractor
Contractor’s view
Work Orders (WO) in the Contractor Portal compared to WO in NEXGEN proper
Q&A Break (31:00)
Limiting contractor access to Backflow Inspections
Contractors can’t create work orders in the Contractor Portal
Updating cost
Character limit in comments – 250
Managing Contractors (38:00)
How to assign contractors to the Contractor Portal
Manage Company option
Portal Options – assign specific contractors to a WO
Q&A Break (50:00)
Attach inspections to assets for contractors to complete
Notification of WO completion
Can a WO be triggered based on inspection results?
Contractor Admin Option (55:50)
One person is assigned as an administrator
This person can then assign work to different employees
Mobile Application Walkthrough (58:00)
Available for iPhone and Android phones
Can be downloaded onto the iPad
NEXGEN hotspot includes ability to directly scan assets and upload documents
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.
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