Manage subcontractor / secondary service provider access and visibility in CleanTelligent (Otuvy QM)
domain: otuvy.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Assign a subcontractor crew as a Secondary Service Provider on the relevant client/location record
Scope what that provider can see and do (inspections, work orders, reporting) separately from your own staff's permissions
Customize branding and reporting for that provider so their activity is distinguishable from your own team's
Use the resulting visibility to monitor subcontractor performance and activity alongside your own crews
Address any subcontractor-flagged issues through the same work-order/communication flow used for internal staff
Known gotchas
This capability ('Subcontractor Permission' / Secondary Service Providers) is described on Otuvy's marketing feature pages, not a granular help-center tutorial, so exact admin screen paths should be confirmed in a live account
There is no public API for subcontractor compliance data (e.g., insurance/COI tracking) inside CleanTelligent/Otuvy — that typically requires a separate dedicated COI-tracking tool
Scoping a subcontractor's visibility incorrectly can either over-expose client data or block them from resolving assigned work orders
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