Contractor portals

A contractor portal is a private, branded login where a contractor sees only the jobs assigned to them: their work orders, their tasks, and any documents you've sent them to sign, all at portal.trustpager.com. It's the delivery-side sibling of the client and partner portals covered in How to set up a client or partner portal.

What the contractor sees

• Work Orders — the jobs assigned to them, which they can update (status and fields) and add photos to.
• My Tasks — tasks assigned to them.
• Documents to sign — any agreement you've sent into their portal, signed right there.

They never see your CRM, your other contractors, or anything you haven't shared into their portal.

Creating a contractor portal

Open the stakeholder at https://app.trustpager.com/operations/stakeholders and open their detail page. If their stakeholder type has Portal access switched on, you'll see a Create contractor portal button. Two things need to be true first:

• Their stakeholder type is portal-eligible (Portal access is on).
• They have their own opportunity, which anchors the portal. If they don't have one yet, add an opportunity for them first.

Once created, you can preview the portal, copy the sign-in link to send them, and manage members. Every contractor portal is stamped from your workspace's one contractor portal template, so they all look and behave consistently.