Inviting Contractors by Email
Send email invitations to contractors so they can join your event.
Email invitations are the most direct way to bring contractors onto your event. You send an invite, they create an account (or sign in if they already have one), and they see the event in their contractor app.
How to invite a contractor
- Open your event and click the Contractors tab.
- Click Invite Contractor.
- Enter the contractor's Email Address.
- Click Send Invite.
What happens next depends on whether the contractor has worked with your organisation before.
Returning contractors (auto-add)
If the contractor has previously accepted an invitation to any event in your organisation, they are added to the event immediately — no acceptance step required. They receive a notification email confirming they have been added, with a direct link to the event.
This makes it fast to bring the same contractors onto new events without waiting for them to click an accept link each time.
Auto-add only applies to contractors who are active in your organisation's roster. If a contractor was previously removed from your organisation, they will go through the full invitation flow again.
New contractors (full invite flow)
If the contractor has never worked with your organisation before, they receive an email invitation with a link to accept. If they don't have a Signplanr account yet, the link walks them through sign-up first. Once they accept, they are added to your organisation's contractor roster and can be auto-added to future events.
Invitation expiry
Invitations expire after 14 days. If a contractor has not accepted within that window, the invitation becomes inactive.
Resending an invitation
If a contractor missed the email or the invitation expired:
- Find the contractor in the Contractors tab.
- Click the three-dot menu next to their name.
- Select Resend Invite.
A fresh invitation email is sent and the 14-day timer resets.
Revoking an invitation
To cancel a pending invitation before the contractor accepts:
- Find the invitation in the Contractors tab.
- Click the three-dot menu and select Revoke.
The invitation link stops working immediately. You can always send a new invitation later.
For situations where you need to invite many contractors quickly or don't have individual email addresses, use an access code instead.