Skip to main content

🀝 Subcontractor Admin Onboarding

Step-by-step guide for Subcontractor Admins joining Colobbo and managing their team.

C
Written by Colobbo Support
Updated over a week ago

Subcontractor Admin Onboarding

Audience: Subcontractor Admins β€” external company admins managing their team and work orders in Colobbo


What you'll learn

  • Accepting your invitation from a client organisation

  • Setting up your subcontractor company profile

  • Adding and managing your field tech team

  • Receiving and responding to work orders


Interactive Walkthrough

Click the link below to open the interactive Subcontractor Admin onboarding demo:


Step-by-step setup

Step 1 β€” Accept your invitation

You will receive an invitation email from the client organisation. Click the link in the email to activate your account and set your password.

Step 2 β€” Set up your company profile

Once logged in, complete your subcontractor company profile including your company name, contact details, and any required compliance information.

Step 3 β€” Add your field technicians

Navigate to Team Management and invite your field techs by entering their email addresses. They will receive an invitation to download the app and create their account.

Step 4 β€” Receive your first work order

When a client organisation assigns work to your company, you will receive a notification. Review the work order details and assign it to one of your field techs.

Step 5 β€” Track job progress

Monitor the status of all assigned jobs from your dashboard. You can see real-time updates as your field techs complete checklist items and mark jobs done.


Need help?

Contact our support team via the chat icon (πŸ’¬) in the bottom right of the app.

Did this answer your question?