How to invite a contact to a pre-qual site process

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Inviting contacts to a pre-qual site process means that they are able to add machines to your site for pre-qualification.


1.  Go to the CONNECTION tab in the main menu

2. (As a Prime Contractor) find the contact that you wish to invite to your pre-qual site process. Click the vertical blue dots, then INVITE TO PRE-QUAL SITE PROCESS.



3. A pop-up will appear. Select site from list of your public sites and click SEND INVITATION.

Your contact (sub contractor) will receive an email detailing the pre-qual site process.


 

NOTE: Save time by sending a site pre-qual invitation to a pending connection. This way they will be ready to add machines immediately after they accept the connection.


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