You can assign additional tasks to vendors after adding them in ContractorOS.
Who can use this feature?
Assign tasks to a vendor
- From the left sidebar in ContractorOS, click Manage, then select Vendors.
- Select the vendor you want to assign tasks to.
- Click Assign Task to open the task assignment window.
- In the Vendor tab, select the tasks you want to assign to the vendor.
- Click Next.
- In "Document Notification", follow the instructions for your ContractorOS tier:
- Advanced tier: ContractorOS automatically sends a notification to the vendor letting them know new tasks are assigned. Click Next to continue.
- Essentials tier: (Optional) If you do not want to email the vendor to request the required documents, turn off Send email to vendor to request selected documents, then click Next.
- Click Done.