Contractors for task lists
What are contractors?
Contractors can be companies you hire outside your company for work. Think of a cleaning company, handymen or an installation company.
Add contractors to task list
From the To-dos tab, go to user management. Here you will see a Contractors tab and an Executors tab. On the contractors tab, click +new contractor.
Open the task list to which you want to add a contractor. Click the new button to add a contractor. Select the contractor.
These parties only have access to the linked todo lists. You can do this by adding a contractor to a task list. Once you have done this, the contractor will also be able to add their own employees to that list.
Tasks portal
In the contractor's task portal, tasks can be created, scheduled and managed. New administrators or executors can also be added here.
Can the contractors also assign tasks here? Yes, it can! Select a task, click the assign button and voila, you have assigned the task to an executor. Is the task ready? Then you can finish it. This way, everyone knows that your task is done.
Contractors manage their own executors, these are only shown within a contractor and do not appear in your overview of own executors.
To-dos app
The tasks app is an environment within Booking Experts where all tasks are clearly displayed. Here you can perform an "open" task. Through this system, you can keep track of how long you have been working on a task and what materials you have used for it. Costs can be settled with an owner if necessary.
To start performing a task, click on the task. In this screen, you can click_start _. Then the time will appear when you started the task. As soon as you finish the task, you can stop it again. In the field that appears, you can enter exactly what you have consumed in materials or other costs. As soon as the task is finished, it disappears from the overview.