Getting Started
How do I create a company account?
Five short steps, then you're in.
Getting Started
How do I create a contractor account?
Solo or as a firm — one profile for every company.
Getting Started
Why is my account waiting for approval?
PeerToSite checks every new company and contractor firm before it can work.
Getting Started
How do I sign in?
Choose company or contractor, then your email and password — or Microsoft.
Getting Started
I forgot my password. What do I do?
Reset it with a 6-digit code sent to your email.
Getting Started
What's the difference between a company and a contractor account?
Companies need work done; contractors and their firms do it.
Getting Started
What do the numbered dots on a job mean?
The job's progress — hover or tap a dot for its details.
Getting Started
How does two-step sign-in work?
Everyone enters a code from an authenticator app after their password.
Getting Started
Why am I being asked to agree to the Terms?
Everyone agrees to the current Terms of Service and Privacy Policy.
For Companies
Which services come with my plan?
Every plan includes both Opportunities and Dispatch.
For Companies
How do I post a job for bids?
Opportunities → Post an opportunity (needs the Opportunities service).
For Companies
How do I review and award a bid?
Compare bids and ratings on the posting, then award.
For Companies
How do I request a dispatch?
Dispatch → Request a dispatch: category, what needs fixing, how urgent.
For Companies
What are plans?
Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.
For Companies
How is a dispatch job priced?
A service call, a travel fee, and time after the first hour.
For Companies
How do I follow a job and approve the sign-off?
Check-in, messages, sign-off photos, then your approval.
For Companies
How do I set sign-on and sign-off criteria and site documents?
Company management → Visit criteria and Documents, once for every job.
For Companies
What if the work isn't right?
Send it back while they're on site, request a return visit, or dispute it.
For Companies
How do I review and pay an invoice?
Payments → open the invoice → record payment.
For Companies
How do I add my sites and equipment?
Company Management → Sites — one at a time, or import a spreadsheet.
For Companies
Can I import my sites and equipment from a spreadsheet?
Company Management → Sites → Import a file: Excel or CSV, for Company Managers.
For Companies
How do I require licences, insurance or other credentials?
Compliance → Add requirement, for Company Managers.
For Companies
Can PeerToSite connect to our service desk?
Yes — Settings → Integrations: API keys and webhooks.
For Companies
Where can I see a history of everything that's happened?
Settings → Audit Log, for Company Managers.
For Companies
How do I add people and set their roles?
Settings → Manage Users, for Company Managers.
For Contractors
How do I find work to bid on?
Opportunity Marketplace lists what your firm qualifies for, and you're notified of new ones.
For Contractors
How do I submit a bid?
From the posting, by the firm's Owner or Office.
For Contractors
How do dispatch offers work?
Accept and choose the technician, or decline; the technician confirms the arrival time.
For Contractors
What's under Settings?
Your profile, your firm, security and your data — in one menu.
For Contractors
How do I add people to my firm?
Settings → Team: Owner, Office or Technician.
For Contractors
How do I check in and sign off a job?
From the job page, on your phone.
For Contractors
I replaced a piece of equipment on a job. How do I record it?
Tick “I replaced the…” at sign-off and enter the new serial.
For Contractors
What happens if a company disputes my sign-off or asks me to come back?
Fix it on site if you can; otherwise book the return visit, or dispute it.
For Contractors
How do invoices and getting paid work?
There's no invoice to send — PeerToSite creates it from what was agreed.
For Contractors
How do I add a licence, certificate or insurance?
Documents → add it once, for every company.
For Contractors
Can I rate a company?
Yes — after a job, from the job page.
