Yeti subscribers (Main Contractors) can create contracts with Subcontractors or Clients, who then receive a sponsored Yeti environment. This enables easy data sharing and streamlined service coordination
Table of Contents:
- Sponsored Contract
- Switching Environments
- Sponsored Environment
- What Sponsored Companies Can and Cannot Do
- How to Subscribe?
Sponsored Contract
Contractors create a contract that outlines the agreed-upon details between them and the sponsored company, including assigned sites, and rates for consumables and equipment.
Switching Environments
Within the contract, contractors can access a “Switch Environment” button, which allows them to enter the sponsored company’s environment to help manage or support operations.
Note: Users in the sponsored environment cannot switch back or access the contractor’s environment.
Sponsored Environment
When a company is sponsored in Yeti, they will receive their own environment to work from which will look like the image below.
Sponsored companies can see who sponsors them in the orange banner. When they click on the sponsor company’s name, they will be able to see their contract with them.
When a company is sponsored by more than one Contractor, the sponsor’s name will not appear in the header, but can still be viewed on the Client pages.
Note: Users can only switch environments if they are registered under the sponsorship company.
Being sponsored allows companies to perform the Routes and Sites that contractors have assign to them.
The following lists the additional actions that a sponsored company can and cannot perform:
Sponsored Companies can:
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Edit records on the Dispatch screen
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Approve records on the Dispatch screen
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Edit the rates on the Consumables page
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Create Equipment
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Create Users
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View all Reports
Sponsored Companies cannot:
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Create Dispatch Routes
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Create Sites
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Create Services
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Create Consumables
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Create Clients
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Create Sub-contractors
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Create Route
Gain full control and unlock all features by subscribing to Yeti
How to Subscribe?
Click on the link “update your subscription".
Choose a plan and a payment method (yearly or monthly).
A pop-up will appear asking for your credit card information.
The system will direct you to this page if you don’t have an address.
A pop-up will appear asking for your credit card information.
Enter your credit card information and click on “save”.
