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Add a contractor

Invite a contractor to work on assigned jobs.

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Adding a New Contractor

Contractors are field workers who only access the mobile app.

To create a new contractor:

  1. Click the Contractor button in the top right corner (only visible if your plan includes contractor seats)

  2. If you’ve reached your contractor seat limit, you’ll see a modal explaining your options

  3. A drawer will open titled “Add New Contractor”

  4. Fill in the required information:

    • Full name: The contractor’s complete name
    • Job title: Their position (e.g., “Installer”, “Technician”)
    • Business name: The contractor’s trading or company name (optional)
    • Business address: The contractor’s business address (optional)
    • Phone: Their contact number
    • Email: Their email address (will be their login for the mobile app)
    • User colour: Select a color to identify them in job assignments
    • Account enabled: Check to make the account active immediately

  5. Click Save to create the contractor

Important Notes:

  • The role is automatically set to “Contractor” and cannot be changed during creation
  • Contractors cannot access the web application - they are automatically logged out if they try
  • Contractors only appear in job-related features in the mobile app
  • Commission and cost viewing settings are not applicable to contractors

What Happens Next:

  • If the account is enabled, the Contractor receives a welcome email containing a six-digit code
  • They open the Neptune sign-in page, enter their email address and code, and create their own mobile app password
  • After password setup, they sign in to the Neptune mobile app with their email address and new password

The welcome code expires after 10 minutes and can only be used once. If it expires, the Contractor can request a new code from the sign-in screen.