In Titan Maintenance, Contractors are the external parties that provide maintenance services and complete work order tasks.

Depending on the permissions granted to the User Type, Management users and Contractor Admins can manage details, settings, notifications, and subcontractor/subsidiary relationships from the Contractor module.

Accessing the Contractor Summary

To access the list of all suppliers or contractors, open the Manage menu and select Contractors  

This summary page displays all contractor records and allows for easy filtering and management.

Operations

Click the Operations button to:

• Create a new contractor record
• Export a detailed report
• Export a blank or filled template for bulk upload
• Upload new or update existing contractors via Excel spreadsheet

Note: Incomplete or incorrectly formatted files will not upload successfully. Please contact  the Techniche support team if you need additional assistance.

 

Creating or Editing Contractors

When creating or editing a contractor record, all fields marked with an asterisk (*) are mandatory. 

A contractor may have subsidiary or child records associated with it. If a contractor record has child companies:

• Users under the parent contractor can manage tasks assigned to both parent and child
• Parent suppliers can also re-dispatch tasks to child contractors

Contractor Details

Selecting a contractor record allows you to access additional information and configuration areas. Use the tabs to view or contact information, linked sites, compliance requirements, users, financial information, and more. 

Notifications

The Notification tab ensures that the right users receive important updates related to tasks to which they’re assigned.

Toggle a switch to the green Active position to enable the notification type and add the contact information as needed.

Scroll to the bottom of the page and click Save to confirm updates. 

Tip: Hover over the information icon to see a description of each notification type.

 

User Management

Add or edit Contractor users from the Users tab. 

To add a new user, click Operations and Create. 

Use the Details, Areas & Channels, Sites, and Security tabs to manage the user's settings and access levels. Click Save to confirm.

Managing Multiple Tenants (Customers)

Contractors servicing multiple Titan Maintenance customers can link their Contractor Profiles to access multiple tenants from a single login. This feature streamlines workflows and improves efficiency.

To set this up, please contact your implementations specialist or Titan Maintenance Support.