Your Portal Profile
Under Supplier portal in the menu. Open the page
Your own details as a supplier: contact information, how you prefer to be contacted, and the certificates you hold.
Methodology: The owner sees the firm; the portal sees you. Keeping your details and communication preferences here means invites, quote requests and payment receipts reach the right person by the right channel.
Steps:
- Check your Details — Name, Company, Discipline, Email, Phone.
- Under Privacy & communication tick Email, Text message (SMS) or WhatsApp for how you want to be contacted.
- Press Save preferences.
- Return to the portal home for your jobs, quotes and payments; certificates are uploaded on its Insurances tab.