Contractor Portal

Under Supplier portal in the menu. Open the page

A scoped view for contractors showing the work, actions, payments and documents you have made visible to them.

Methodology: The portal should reveal only what the contractor needs: their own jobs, visible actions, quote and payment status, shared resources and a summary of the phase timeline. Contractors sign in with their own email and see only what their permissions allow.

Steps:

  1. As the owner, preview a contractor from the header (Contractor View — preview) to check exactly what they see.
  2. Mark actions visible in the job or on Actions and Tasks; set project permissions on the contractor record before exposing more.
  3. As a supplier: My Allocated Jobs shows your work; on Quotes press Submit quote or Decline a request; on Invoices press Submit invoice.
  4. On Documents Accept or Decline the guidance, terms and site rules and Confirm receipt; on Insurances press Upload certificate; on Ventilation press Send reading; Mark as read on Resources.