Connect a subcontractor
A step-by-step guide to connecting a subcontractor.
As a general contractor, you can use MobiLink to connect with one or more of your subcontractors and get data from selected job sites. In this topic, you'll find the steps you need to perform to connect a subcontractor and view shared data.
PERMISSIONSYou may add, edit, or delete subcontractors if you have the Add/edit/delete Subcontractor permission enabled for your role in Administration () > Role Permissions > MobiLink.
Step 1: Generate a unique key
To establish a connection with a subcontractor, you need to generate a unique key and share it with them. To do that, perform the following steps in your MobiClocks Web App:
- Go to Administration () > MobiLink > Manage Subcontractors.
- Select CONNECT SUBCONTRACTOR.
- Add a note if needed and select GENERATE KEY.
- Copy the key.
- Share the key with your subcontractor.
After you generate the key, the new subcontractor is added to the list of subcontractors with a Connection status of Pending.
Step 2: Establish the connection
Your subcontractor needs to apply the key to establish the connection. As soon as the connection is established, the subcontractor's Connection status changes to Connected. The key expires if the subcontractor doesn't apply it within five days.
To filter subcontractors by connection status, use the list above the Connection status column.
PERMISSIONSYou may terminate the connection with a subcontractor if you have the End connection with Subcontractor permission enabled for your role in Administration () > Role Permissions > MobiLink.
Step 3: Get access to job sites
Your subcontractor needs to share the job sites that you're going to access.
Step 4: Map job sites
Next, you need to map the job sites shared by your subcontractors to your job sites to view the shared data there. To do that, go to Administration () > MobiLink > Manage Subcontractors and select Map Job Sites in the subcontractor's Actions column. In the dialog that opens, you see the list of job sites that the subcontractor has shared with you and can map them to your own job sites. Select SAVE when you're done.
The Job sites shared with me column shows each job site the subcontractor shares and the job site it's mapped to. Job sites that you haven't mapped yet show Not mapped.
You can also see the linked subcontractor job sites under MobiLink > Linked subcontractors of your job site settings.
NOTEYou can map more than one subcontractor job site to a job site of your own and view all the data in a single job site.
Step 5: View subcontractor data
After mapping job sites, select MobiLink in the left sidebar of your Web App, and then select the Receiving tab. If you're connected only with subcontractors and not with any GC, the Receiving tab is the only tab shown. Select a job site from the left panel and a day from the date bar at the top to view subcontractor data. You can see which employees worked on the selected day, their punch-in and punch-out times, and other information.
NOTEShared job site data is updated every five minutes. If you've just connected the subcontractor, it can take up to five minutes to receive data.
The following fields are included:
- Employee Name. The name of the employee.
- Employee company. The company the employee belongs to. If the subcontractor chose not to display company names, the subcontractor's environment name appears instead.
- Subcontractor. The name of the subcontractor company that shares the data.
- 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.
To narrow the list, search by employee name or use the filters under the Employee company, Subcontractor, Crew tag, and Job title columns. If there's no data for the selected job site and day, a message appears instead of the list. To get the latest data, select Refresh.
Select the flag icon to open the timelog details panel, which is a condensed version of the full timelog details page.
Updated 6 days ago