How Do Invitations Work?

Sending Invitations

To get a contractor in to the system, they must be invited.

Creating an invitation requires some preparation.

First, you will need a valid activation code. You will need to reach out to our implementation team to get this.

Now that you have your activation code, you are ready to send your invitation. You will need:

• First name
• Last name
• An email or mobile number

Masters and Subs

Masters and subs is a powerful relationship and one that requires some planning, If you are interested in using the API to invite subcontractors on behalf of a master contractor, please reach out to [email protected].