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Contractor Access

External Access to Work Orders

In Connexus, we have a special way of assigning work orders to people outside of your organization, this is done by sending a email with a link to the assigned Work Order. These people are external contracts and are usually found in the technician or supplier module. These people do not and don't require a user license to open and interact with their assigned Work Order.

Doing it this way helps streamline communication and manage work more effectively because you can track work from external contributors in the same place you track work done by team members in your organization.

From the email link external contacts can do the following:

  1. View Assigned Work Orders Only:
    External parties can access only the work orders assigned to them. This prevents visibility into other tasks or sensitive information unrelated to them.

  2. Add Information to Work Orders:

    • They can update their assigned work orders with essential details, such as:
      • Progress updates.
      • Completion notes or descriptions of the work performed.
      • Attachments like images or files related to the job
      • Add invoices
      • Answer procedures
      • Add comments

Ability to Respond to Quotes

Connexus also makes it easy for external contractors and suppliers to respond to quote requests for a maintenance job. 

When a quote is sent, selected contractors or suppliers receive an email containing a secure link. From this link, they can:

  • View Quote Request Details: Contractors can see the scope of the request, job requirements, and any relevant attachments or instructions.

  • Submit Their Quote: They can respond directly via the interface by entering:

    • Proposed date of service or delivery

    • Pricing/cost breakdown

    • Comments or clarifications related to their offer

This streamlined process ensures quick and consistent communication between both parties. Contractors are automatically notified via email if they are successful or unsuccessful in securing the job, reducing the need for manual follow-ups and saving time for everyone involved.