Topic
Connections makes it fast and easy to work with people outside your company, with no added cost. Connections in Tradify are defined as someone who is not in your company, such as a subcontractor. When you create a connection in Tradify, you and your connection can:
- View basic contact information.
- View basic shared job information.
- Schedule in each other for appointments.
Instruction Video
Add a Connection
See here for more info on how to add a connection: Add Connections on Tradify
See below for what the invited Connection will receive:
You can also manage the following in the Connections tab:
- Active Connections
- Deactivated Connections
- Pending Connections
Connections and Jobs
For info using connections with your jobs, see here: Using Tradify Jobs To Work With Subcontractors.
Connections and Scheduling
For info on scheduling connections, see here: How To Use Tradify's Scheduler to Work With Subcontractors.
Deactivate a Connection
- Navigate to the Connections page.
- Select an active Connection from the list.
- Select Disconnect.
Delete a Connection
Note: You can only delete a Connection if they are pending and do not have any appointments or jobs assigned to them. Completing this process for Connections with appointments moves them to the Inactive tab. They will no longer appear in Staff or Connections lists for appointments or jobs.
To delete a Connection on Tradify:
- Navigate to the Connections page.
- Select the Pending tab.
- Select the x on the right-hand side of the Connection.
- Select Save.
Additional Information
For more info on Contacts, see here: How to Create Customers on Tradify Web
Comments
If I am subcontractor and I want to add the Main contractor to connection it will work ?
How correct would this way be or do we have to proceed in another way?
Hi there! You can share the details with anyone you're working with, the language isn't specific to whether they are the subcontractor, or the main contractor.
The only when scheduling appointments, the email says 'has scheduled an appointment in for you' so if you're just sharing the appointment with them, it sounds like you're scheduling the appointment in for them.
Let me know if that helps!
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