New contractor: completing your Dwellant account setup
NOTE - A new contractor cannot get registered on Dwellant by themselves; they must be registered and invited to logon to Dwellant by a Managing agent client.
If you are a newly registered contractor/supplier on Dwellant, below are the next few steps that you must complete in order to be fully setup on the Dwellant system, so that your respective clients can find you and assign you jobs moving forward.
To get started, please follow the steps as mentioned in the invitation email sent to you by the Managing agent client who set you up on the Dwellant system. Once you are logged in, you are good to follow along the next steps in this article.
NOTE - These steps are mandatory and important from the compliance perspective, and is NOT within the jurisdiction of the Dwellant support team to confirm or evaluate for yourselves. In case of any further doubts as to why a certain accreditation document is needed, or to discuss the terms and conditions of an agreement document, we advise you to directly reach out to the concerned Managing agent, as Dwellant is not authorised to do so on their behalf.
Troubleshooting login issues -
If you do not know your password to login to your account, please click this link to send yourself a Password Reset email - https://secure.dwellant.com/Account/ForgottenPasswordStandard.
Or use below link to sign in if you know your password-
To Sign In: https://secure.dwellant.com/Account/SignInOrRegister?ReturnUrl=
Note- Please prioritise completing below sections, as these ensure your grounds to work, and are mandatory for complying with your clients.
Once you have logged in, access COMPANY section from left sidebar and complete all the sub sections to the best of your knowledge.
- Accreditations - SafeContractor, CHAS, etc. If you are not sure why you need it, please contact your client as it could be due to one of their accreditors.
- Location - details about location of your company
- Managing agent / Customers - list of all your Managing agent clients
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Company > Profile - This sections contains below information -
- Your bank account details for payment remittance
- Invitation key and working range. Latter determines your distance to site when you are considered for a job by any client
- Contact details (switchboard number, remittance email address)
- Company name and number (in case you need to change organisation name, this is the place to do so)
- Your tax details (Construction Industry Scheme (CIS) tax status, Universal Tax reference, etc)
- VAT details (if you are VAT registered)
- Questionnaire - Most important. Fill out this form. All star marked fields are mandatory.
- RAMS Document library - some requests may require RAMS documents depending on amount and type of work (such as Health & Safety, etc). If you are unsure about this, its advised to contact your client for further clarification.
- Rate Card
- Rate card determines the hourly/daily/weekly rates for a Contractor.
- Services - These are the services you provide as a Contractor on the system. When your clients look up contractors to assign job for specific services, this information determines if your company shows up on their search list or not.
- Click on ADD SERVICES button on top to add a new service > tick a service > click ADD SERVICES button again to save
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To remove an added service, tick on the checkbox next to a service > click 'REMOVE SELECTED SERVICE' to save
SETUP section - contains below sub-sections -
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Change logo - this is the place to add/change logo of your organisation
How to contact your client-
You can find contact details for your clients under SETUP / Managing agents. Alternatively in case of any specific queries regarding work orders/quotations/contracts, find the respective job from Work Order & quotations, or under Contracts and click on Actions tab on far right to find 'Ask question' option as shown below -
Actions / Ask question
This will add a comment to the request and be visible at the Managing agent side to view and take further action.