Assign work to contractors and get job photos

Once someone is an assignable stakeholder, you can put them on the actual work: work orders and tasks. Only stakeholders whose type has Assignable to work switched on can be assigned — a plain contact never can, which keeps your crew list clean.

Assigning a work order or task

Open a work order (from its opportunity) or a task, and use the Stakeholders field to assign one or more contractors. Only assignable stakeholders appear in the picker. When you assign a work order, it's automatically shared into that contractor's portal, so it shows up in their Work Orders tab straight away; assigned tasks appear in their My Tasks tab.

Job photos from the field

Each work order in the contractor's portal has a Photos section. The contractor can upload before-and-after shots from the job site, right from their phone, against that specific work order. Those photos then appear on the same work order back in your workspace, on the opportunity, so your office sees the job progress without a single email or text.

Photos are private: they're stored securely and only ever shown to the contractor on their own job and to your team, never on a public link.

To give a contractor a portal in the first place, see Contractor portals.