We're expanding our reach into adjacent territories and have begun partnering with certified subcontractors for overflow work and specialized services. I am curious how others are incorporating third-party technicians into their FieldPulse workflows.
Specifically, I would be interested to hear about:
- How you structure subcontractor access — dedicated user licenses, shared dispatch accounts, or external coordination
- Whether you require subcontractors to use the mobile app directly, or if your internal team handles documentation on their behalf
- How you handle customer-facing elements (notifications, portal access) when work is performed by non-employees
- Any contractual or compliance workflows you've built into checklists or documentation requirements
Another way to frame this: for those who have moved beyond simply "tracking" subcontractor jobs to truly integrating them into your operational framework, what proved to be the critical shift?
We want to ensure we're setting both our internal team and our partners up for success without creating unnecessary administrative burden or customer confusion.
