A step by step guide to setting up a GoContractor account as a general contractor
Welcome to GoContractor!
This four part article series is designed to walk you through all the stages of getting your account set up.
- How to create divisions
- How to create projects
- How to create courses
- How to create qualifications
- How to invite subcontractors
Some key things to keep in mind before you get started:
- Make sure you are an administrator under the general contractor account level. If you are not the administrator, you will need to contact one to add you as one.
- Have all of your course materials and approved content requirements ready.
GoContractor does not provide customization to PowerPoints or videos, so all content must be finalized before uploading.
- Only invite other administrators whom you trust to perform and manage the same actions and content described below.
- Be sure to bookmark/download our Administrator Training Guide!
General Contractor Administrator - Getting Started Series
Part 1: Creating a Division and a Project
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- Divisions are the parts into which your GoContractor account is broken down—often by regional locations, groups, or companies—that have projects nested below them.
- So the first thing you want to do when setting up your GoContractor account is create divisions that are aligned with your company's current structure.
- This will help you organize your projects in a way that makes sense to your team, which will allow them to quickly find relevant information so they can invite workers to the correct projects.
- Then once your divisions are in place, you can begin creating projects that are nested below their appropriate division.
- For example a division could be - 'US Operations' and a project nested below it could be 'California Project'.
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- A course is a visual slide presentation that workers are assigned prior to coming to the worksite.
- At the end of each course there will be a quiz/acknowledgement for workers to agree to that they have understood the orientation and the rules and best practices of the worksite.
Part 3: Creating and Applying a Qualification
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- A qualification is the collection of requirements a worker or subcontractor company must complete in order to become compliant and gain access to a worksite.
- Components of a qualification can include safety orientation courses, OSHA 10/30, SafePass, other certifications, as well as basic worker information, such as their date of birth, phone number, and emergency contact details.
Part 4: Inviting Subcontractors to a Project
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- At this point, it's time to invite your subcontractors to your project.
- A subcontractor administrator should be your main point of contact at the subcontractor company, who is responsible for who comes on the worksite and ensuring workers are qualified/compliant.
- As a general contractor administrator, it is your duty to educate your subcontractor administrators on using GoContractor.
- We recommend sharing this Subcontractor Administrator Training Guide with all of your subcontractors after inviting them to a project.
Questions? Email us at support@gocontractor.com
Thank you!