Connect a general contractor
A step-by-step guide to connecting a general contractor.
As a subcontractor, you can use MobiLink to connect with one or more of your general contractors (GCs) and share data from selected job sites. In this topic, you'll find the steps you need to perform to connect a GC, share data, and view what you share.
PERMISSIONSYou may connect a GC if you have the Connect with General Contractor permission enabled for your role in Administration () > Role Permissions > MobiLink.
Step 1: Get the authentication key
Get the unique authentication key generated by your GC.
Step 2: Add the key
To apply the key, perform the following steps:
- Go to Administration () > MobiLink > Connect General Contractors.
- Paste the key and select CONNECT.
If authentication succeeds, the GC is added to the list of general contractors with a Connection status of Connected.
PERMISSIONSYou may terminate the connection with a GC if you have the End connection with General Contractor permission enabled for your role in Administration () > Role Permissions > MobiLink.
Step 3: Share job sites with your general contractor
Now that you've established the connection with your GC, you need to specify which job sites to share with them. To do that, go to the MobiLink section of job site settings and, from the list of connected general contractors, select the general contractor you want to share job site data with. Select Share job site to finalize.
Next, under Data shared with GC, you can customize your data-sharing preferences. Employee name and Punch in/out times are always shared and can't be turned off. The following preferences are available:
- Employee name. The name of the employee.
- Punch in/out times. The punch-in and punch-out times of the timelog. Empty timelogs aren't shared.
- Punch photo. Employee punch photos. To share punch photos, face recognition must be turned on in job site settings.
- Punch location. The location of the employee when punching. To share punch locations, GPS tracking must be turned on in the employee's profile.
- Employee profile picture. The profile picture of the employee.
- Employee crew tag. The crew tag of the employee.
- Employee job title. The job title of the employee.
Employee company sharing
The Employee company sharing section lets you control how each company's data is shared with your GC on a per-job-site basis. All companies in your environment are listed, regardless of the employees' assigned companies, so you can configure sharing in advance. To find a company, use the search box in the Company name column.
Each company has two independent controls:
- Share data. Controls whether the company's employee data is included in the share. When turned on, the company's records are shared with your GC. When turned off, the company's records are excluded entirely. This toggle is turned off by default for all companies, including companies you add to your environment later.
- Display company name. Controls how the company is identified in your GC's environment. When turned on, your GC sees the company's actual name. When turned off, your GC sees your environment name instead. This toggle is turned off by default for all companies.
NOTEBecause Share data is turned off by default, your GC doesn't receive any employee data from the job site until you turn it on for at least one company.
To turn sharing on or off for several companies at once, perform the following steps:
- Select the checkboxes next to the companies. To select all companies in the current list, select the checkbox in the header.
- In the bar that appears, select Enable sharing or Disable sharing.
Bulk actions change Share data only. Set Display company name for each company individually.
Shared companies
If you're also connected as a GC and have job sites shared with you by your own subcontractors, those subcontractor companies appear in a separate Shared group within the list. The same per-company controls apply, and you can choose whether to include their data in your share with your GC and whether to display their actual company names.
Step 4: Map with GC job sites
Next, your general contractor needs to map the job sites you shared to job sites in their MobiClocks environment to start receiving data.
Step 5: Share data
After job sites are mapped, your general contractor has up-to-date data for each job site in their environment.
Step 6: View shared data
You can see exactly what you're sharing with your GC. To do that, select MobiLink in the left sidebar of your Web App, and then select the Sharing tab. If you're connected only with GCs and not with any subcontractor, the Sharing tab is the only tab shown. The left panel lists only the job sites you share with a GC. Select a job site from the left panel and a day from the date bar at the top.
The top of the list shows the GC you share the job site with, when the data was last synced, and the connection status:
| Status | Description |
|---|---|
| Active | You're connected with the GC, and data is being shared. |
| Stopped | You are connected with the GC, but job site data sharing has been stopped. |
| Terminated | Your connection with the GC has been terminated. |
The following fields are included:
- Employee Name. The name of the employee.
- Employee company. The company the employee belongs to.
- Crew tag. The employee's crew tag.
- Job title. The employee's job title.
- Time log. The employee's timelog with punch-in and punch-out times.
The list shows only the data you share based on your settings in Step 3. To narrow the list, search by employee name or use the filters under the Employee company, Crew tag, and Job title columns. If you aren't sharing data from the job site through an active connection, a message appears instead of the list.
Updated 6 days ago