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 Assessments Team to manage and expedite this process for a new project or at initial onboarding, but clients can also invite a contractor directly on the Contractors view or the Projects view. This article will focus on inviting contractors from Projects.

Invite Contractor from Projects 

You can initiate the invite contractor functionality from Projects by selecting a project:

Once a project is selected you can add a contractor either from contractors you have already connected with or invite any new contractors:

By clicking on “Add Contractor,” a screen will open where you can initiate the invite contractor functionality. 

Invite Contractor

Clicking on the blue “Invite Contractor” box in the upper right-hand corner will begin the process to invite a new contractor, while selecting a checkbox will immediately invite the previously connected contractor.

1. When selecting the “Invite Contractor” box a slide over box will populate allowing you to invite a contractor by company name, address, Tax ID, or website:

2. 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.

3. If you have selected a company that is not already connected, you will need to provide the contact information for your new contractor, which is crucial for sending the connection request.

Click the Add Contractor button to complete the process. Your new contractor has been successfully added 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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