Stakeholders and contractors

Stakeholders are the external people who help you deliver, as opposed to the clients you deliver to: contractors, subcontractors, VAs, installers, inspectors, and other partners. TrustPager gives them their own first-class home so you can group them, give them a scoped portal, assign them work, and track what they're owed, all without giving them access to your CRM.

Open the tool at https://app.trustpager.com/operations/stakeholders. You'll see every stakeholder, how much work is assigned to each, and how much they've completed.

Stakeholder types

A stakeholder type is a reusable group, for example "Subcontractors", "Installers" or "Inspectors". You manage types at https://app.trustpager.com/settings/crm?section=stakeholders. Each type carries three capabilities you switch on as needed:

• Portal access — people in this type can be given a scoped login (their own jobs hub).
• Assignable to work — people in this type can be assigned work orders and tasks.
• Commissions — people in this type earn trackable commissions or payouts.

Adding people to a type

Anyone already in your CRM can be added to a stakeholder type. Once they're in a type that has a capability switched on, that capability becomes available for them: a portal-eligible type unlocks the contractor portal, an assignable type lets you put them on work orders and tasks.

Linking a stakeholder to an opportunity

Stakeholders connect to the work through opportunities, using the External Stakeholders tool on an opportunity. This keeps every stakeholder on the same opportunity-based path the rest of the platform uses, so nothing about them is a dead end.

From here you can:

• Give a contractor their own portal — see Contractor portals.
• Assign them work orders and tasks, and collect job photos — see Assign work to contractors and get job photos.
• Onboard them automatically with a portal and a signed agreement — see Contractor onboarding: portal and agreement.