To help companies better manage contractor work, the MEX Contractor Portal can be set up to help you assign and keep track of assigned jobs.
In MEX, all you need to do is assign Work Orders to specific contractors. Logging into the Contractor Portal these contractors will be presented with a list of these Work Order assignments. Here they can self-manage these orders and have the ability to mark jobs as completed, submit invoices and request additional work.
Let’s take a look at the Portal and start by raising a Contractor Work Order.
Note: The Contractor Work Order format can be set as a default in User options.
The Work Order format is now set to ‘Contractor’. Because of this setting, the Work Orders mandatory fields are now:
Once these three fields are filled out, the Contractor Work Order can be treated much like a regular work order with the following exceptions:
In order to give access to the portal a contractor specific login will need to be created in MEX. Creating one is simple
It is also possible to setup MEX users as Contractor Portal users using similar steps
Setting User up as Contractor Portal User
Note: You can more easily find which of your users are Contractors in the Security Users Listing by opening the filter and selecting Supplier.
Applying Supplier Filter
Using these newly created details a contractor can now log into the Contractor Portal.
Contractor Portal View
Here a contractor has the ability to notify their employer of the status of a job, including its completion. A green tick will be placed next to the Work Order Number in the Contractor/Work Order Listing in MEX. The example below shows a job that has been completed by the Contractor ‘Jim Bow’ who is part of the Company ‘Bakers EA’.
MEX Work Order Listing
The contractor can also directly create an invoice from within the Contractor Portal, which will then be associated with the Contractor Work Order that was assigned to them.
Contractor Portal Invoicing
With this secure setup you can rest assured that tasks you assign are being worked on. With the added ability to approve or reject any of these entries, working with contractors has never been easier.
For more information about the Contractor Portal contact us at email@example.com on 07 3392 4777.