This article will show you how you as a GC can set up your External Form portal so that sub trades can choose the company they work for when filling out forms.
Follow these steps to set this up:
A sub-trade needs to be set up as a group within your account. This way they can select their company from a dropdown when filling out external forms. This allows you to track and report on external completed forms.
Step 1: Click on "Workers" from the "Resources" dropdown in the left side menu and then click "Manage Groups" in the top right
Step 2: Click "Add" in the top right to add a new group
Step 3: Enter the sub-trade name as the group name and ensure that "External group" is toggled on
Once you click "Save", this sub-trade will now show in the dropdown when filling out an external QR code form.