Terms and Conditions can be set up for suppliers to accept when completing work orders via the Contractor Portal
This article is for FMI Works users who have been given the permission of Works Coordinator
Getting started
To set up supplier Terms and Conditions, go to the Administrator module and select Work > Contractor Portal > Terms & Conditions.
In the text box, enter the terms and conditions you would like all suppliers to accept. Once completed, select Save Changes.
Note: The system allows for only one set of Terms and Conditions across all suppliers.
What happens next?
When the supplier attempts to complete a job via the Contractor Portal, the Terms and Conditions will appear just before the Save & Complete button. The supplier will be unable to complete the work order unless they check the box confirming that they agree to the Terms and Conditions.
Important note: This is a system wide setting. Once enabled, all suppliers managing work orders via the Contractor Portal will be required to accept the Terms and Conditions before completing each job.