Contractor Guide: My Assignments

Contractors have a dedicated portal view scoped to their assigned records. This guide covers the contractor experience.

Accessing the Portal

Contractors log in with their credentials (e.g., contractor@dev.local in dev, password set via DEFAULT_CONTRACTOR_PASSWORD env var). The portal automatically shows the contractor-scoped view.

Viewing Assigned Records

Navigate to My Assignments to see all leads and customers assigned to you. The list includes:

• Contact name and phone number
• Property address
• Assignment date
• Lead status (pending, contacted, qualified, etc.)

Only records explicitly assigned by an admin are visible. Contractors cannot see unassigned leads or other contractors’ assignments.

Starting an Inspection

1. Open an assigned lead or customer from the My Assignments list.
2. Click Launch Inspection to open the inspection form.
3. Fill in the inspection details (photos, notes, measurements).
4. Save as a draft or submit the completed inspection.

Inspection drafts are saved automatically and can be resumed later.

API Endpoint

Method	Path	Description
GET	/api/v1/contractor/my-assignments	List your assigned leads and customers

This endpoint requires the contractor role and the enable_contractor_system feature flag.

Limitations

• Contractors have read-only access to lead and customer data.
• Contractors cannot create, edit, or delete leads or customers.
• Contractors cannot view the admin dashboard, estimates, or settings.
• Inspection submissions are the primary write action available to contractors.