When you find a provider you’d like to work with, you can contact them right from their profile. You’ll get their contact information, and you can share a job outline so they know what the work involves. When you’re ready to work together, invite them to join your team. Once they accept, they work like any other service provider on your team.
Making Contact and Sharing a Job Outline
At the bottom of a provider's profile, select Contact <Company Name>. A panel opens where you can share a job outline with the provider:
Select an existing outline from the list, or create a new one. A new outline opens in a separate tab so you do not lose your place.
Select Share.
After you share the job outline:
A confirmation message appears.
The provider's phone number and email appear on their profile card.
The service provider can now be Added to Your Team.
When a job outline is shared with a service provider, the provider is notified and can view the outline in Breezeway.
Skipping the Outline
If you are not ready to share an outline, select Skip for now and confirm. The provider's contact information still appears on their profile.
Contact information stays visible on the provider's profile on future visits.
Adding a Provider to Your Team
Important: We recommend reaching out by phone or email to discuss specifics with the service provider before adding them to your team. Their contact information is included on each provider's card.
After contacting the service provider and when you are ready to work together, select Add to Your Team on the provider's profile. A short form opens:
The provider's email is filled in from their profile and cannot be changed
Choose the Departments and Property Groups they will work in
Select Add to send the invite.
Once invited, the provider's profile then shows Invited to join your team.
When they accept, it shows the provider is on your team. The provider is also added to your Favorites.
Identifying Network Providers
Network providers are labeled so you can tell them apart from providers you added directly:
Manage Users: a globe icon next to the Service Provider role. Hover to see From Breezeway Network.
Account Details and Default Assignments: a BREEZEWAY NETWORK label under the provider's name
Next Up 👉 Assigning and Paying for Network Work