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Explainer - Connected Companies

How to invite, manage, and collaborate with external teams using the Connected Companies feature

Updated this week

The Connected Companies (CC) Tab allows you to collaborate with external companies by inviting them to your workspace. Once connected, you can assign events to them so they have access to all necessary information and can keep you updated via Issues, Photos, Docs, and Completion Reports.

How to Get Started

  1. Invite a Connected Company
    To begin assigning events to a Connected Company, you need to send them an invite from the CC tab. [This article explains how to invite them.]

  2. Manage Invites
    If the CC did not receive the invite or there was a mistake in the email address, you can resend, edit, or revoke the invitation. [Learn more here.]

  3. Registration
    The Connected Company needs to register in Vantage before you can begin assigning events. [This article gives full instructions on the registration process.]

  4. Start Assigning Events
    Once registered, you can assign events to the CC. You can also assign events to your in-house installers. [This article explains how to manage both effectively.]

Summary

Using the Connected Companies tab makes external collaboration seamless by giving partners access to everything they need to complete events and keep you informed.

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