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Contractors ​

Contractors are external users — people from outside your organisation who need limited access to AssetBuddy to work on assigned defects.

What contractors can see ​

Contractors have a restricted view of AssetBuddy:

  • Assigned defects — they can view and work on defects assigned to them
  • Assets — read-only access to view asset details relevant to their work
  • Documents — read-only access to view documents (e.g. manuals, specifications)
  • Contractor dashboard — a focused dashboard showing their assigned work

Contractors cannot see:

  • The full asset register
  • Check templates or scheduled checks
  • Defects not assigned to them
  • Other users or organisational settings
  • The audit log

Inviting a contractor ​

  1. Navigate to Users and click Invite User
  2. Fill in their details and select the Contractor role
  3. Mark them as an external user
  4. Enter their company name and address
  5. Send the invitation

The contractor receives an invitation email and can accept it like any other user.

Contractor workflow ​

A typical contractor workflow:

  1. A defect is reported on an asset that needs external repair
  2. A supervisor or manager assigns the defect to the contractor
  3. The contractor receives a Defect Assigned notification
  4. The contractor logs in, views the defect details and asset information
  5. They carry out the repair
  6. They submit a closeout with notes describing the work done, plus any costs
  7. A manager verifies the fix and closes the defect

Contractor dashboard ​

The contractor dashboard provides a focused view of:

  • Open defects assigned to them
  • Defects awaiting verification — repairs they've submitted for review
  • Recently closed defects — completed work

Contractor defect summary ​

Contractors receive periodic summary notifications listing all defects currently assigned to them. This serves as a reminder of outstanding work.

Managing contractors ​

Contractors are managed like any other user:

  • Deactivate their account when the engagement ends
  • Reassign their defects to another user if needed
  • Update their company details if they change

TIP

Create a separate contractor user for each individual, not one shared account per company. This maintains a clear audit trail of who did what.