Requesting Information from your Contractors

 

SiteBook can email your contractors,  requesting them to supply their business information, on the "Manage" Contractor page.

To access the "Manage" contractor page :

  • If you are on the Contractor List page then click on the Manage button, or
  • If you are on the Add Contractor page (above) then click on Manage subcontractor & email pre-qualification.

 

The quick start guide steps are :

1. Select Policy required for this contractor

2. Save your changes

3. Send Email Notification.

There is a more detailed User Guide for managing contractors here .