How do I invite a contractor to enroll in Highwire?

To accommodate different learning styles, a step-by-step article with accompanying screenshots is provided directly below and a video tutorial is also available at the end of this document.

Introduction

A client can easily add a new contractor to their team by inviting the contractor to enroll in Highwire and connect to them. In many cases, clients will work with Highwire’s enrollment team to manage and expedite this process, but clients can also invite contractors directly on the Partners view. This functionality is typically used to invite one contractor at a time, as opposed to adding a larger list of contractors for a specific project or at initial onboarding.

Add Partner  

  

A window will open where you will enter Company Information for the new contractor. In this first step, you'll provide essential information, including:

  • Company name
  • Location
  • Website
  • Employer Identification Number (EIN)
  • Trade Information

Once you’ve filled out the required fields click "Continue":

The system will automatically check if the contractor already exists in Highwire. Any potentially matching companies will be presented to you for review. This prevents duplicate entries and ensures you have all the necessary information readily available.

Review the list of potentially matching companies and select the appropriate one. If your contractor is not on the list, you can add them as a new company in Highwire. Click "Continue" to proceed.

In the final step, you will provide contact information for your new contractor, which is crucial for sending the connection request.

  • If you selected an existing company in Step 2, you have the option to provide new contact information or select from a list of existing contacts.
  • If you did not find any matching companies in Step 2, simply add the new contact's information.

Click the "Add Partner" button to complete the process:

You've successfully added your new contractor to your portfolio. An email will be sent to the new contractor notifying them of your interest in connecting. Our team of enrollment specialists will follow up with them to ensure a smooth and successful connection.

 

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