Inviting a Subcontractor (Service Vendors) to ServiceTrade

Adam Graetz
Adam Graetz
  • Updated

If you share work with another company, you can link your ServiceTrade account with theirs (assuming they already have one). If you want to share work with a sub-contractor, but they don't already have a ServiceTrade account -- they can sign up and create one for free. 

The following steps detail the procedure that an inviter, any user with a ServiceTrade account, can follow to invite another company -- to "link" ServiceTrade accounts.

 

Creating a New Subcontractor

To begin, you need to add the company you are inviting to your Vendors list.

To do this, follow these simple steps:

  1. Click the My Account button in the Navigation Menu.
  2. Click on Vendors (in the sub-menu, under My Account)
  3. Next, click the Create Vendor blue text link.
  4. On the next page, Enter the Vendor Company's information, and select the applicable Service Lines that they (or you) will be performing.
    ST-Office_Vendor_Company_Info.png
  5. Once you have completed filling out the information for your Vendor Company, click Save at the bottom of the page.

Inviting a Subcontractor

On your newly created Vendor Company's page, you can follow these steps to invite your new subcontractor to use ServiceTrade:

  1. Click the blue Invite Company button in the action menu sidebar to the right.
  2. You will see the email address prompt box appear, displayed below.ST-Office_Vendor_Invite.png
  3. In the prompt box, enter your contact's email address at the subcontracted Vendor Company. 
    • Ideally, you will have discussed this in advance with the relevant contacts so that they know the email is coming.
  4. They will receive an email similar to the one shown below.ST-Office_Vendor_Invite_Email.png

As you can see in the email above, there are 3 links in this email:

  • Link #1 is for recipients of your invitation who do not currently have a ServiceTrade account.
    • They can click on this link to setup a free ServiceTrade account, which will allow them to receive work from a primary contractor (free for them as long as they are completing subcontracted work from a paid ServiceTrade subscriber who has job entitlements.)
  • Link #2 is for recipients who already have a ServiceTrade account, but they just aren't linked to your account yet.
  • Link #3 is a link to ServiceTrade's main website, for informational purposes.

 

Connecting with a Subcontractor's Company Account

For this article's sake, we will assume that the recipient is already set up with a ServiceTrade account.

  1. Once they receive the invitation email, they will click on Link #2, and proceed to connect with Fire Protection, Inc.
  2. Once the recipient accepts your email invitation, they will be taken to the following page after logging into their ServiceTrade account.
    subcontractor.jpg
  3. From here, all they have to do is click the green Connect with... button to link their account to yours.
  4. That's it! Once they accept your invitation, you can begin sharing individual jobs back and forth between accounts.
 

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