How do I Invite a Contractor to the CRM via Gateway?

Log into your account

From the menu, select Contractors

On the upper right-hand side, select Invite Contractor +

A side panel with the information needed to invite a contractor will pop up

Select Single Invite

Fill out the Account ID of the contractor you would like to invite

Select Verify Customer

You will see the Company Name and Zip Code

Select Next

Fill out the First Name, Last Name, and Email Address of the primary owner of the CRM account

Select Send Invite

The contractor will receive an invitation to join the CRM via email