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Inviting and managing your "Trusted Contacts" (Your personal list of contractors) - single upload (for clients)
Inviting and managing your "Trusted Contacts" (Your personal list of contractors) - single upload (for clients)
Patrick Eidenschink avatar
Written by Patrick Eidenschink
Updated over a week ago

Log into your account and click on Trusted contacts. This Trusted Contacts page in Worksome gives you an overview of all trusted contacts. You can edit, upload, and hire or re-hire trusted contacts from this page.

Inviting your own network of contractors to join your ‘Trusted Contacts’ in Worksome:

There are 3 ways to add contractors to Worksome as Trusted Contacts.

  1. Send an Invite link for Worksome to the contractor

  2. Bulk upload of contractors to Worksome

  3. Inviting an contractor (without a Worksome account) to a Contract on Worksome

Inviting a contractor to Worksome - single upload

First: Go to you trusted contacts page here, and click on "Invite Trusted Contact"

Add the contractor's name, email, invite note and tags. Remember to add tags so you can search for the contractors' main skill at a later stage.

You can choose from 2 options:

"Invite Contact" to send the contractor an invitation to the platform via email.

or

"Invite and offer job" to send the contractor an invitation to the platform and to a job that has already been created.

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