How to Complete a Prequalification

Once a contractor has accepted the customer connection, they will then be able to complete the Prequalification process by clicking on Complete Prequalification next to the applicable customer. 

To learn more about Prequalification's, click here. 

Note that all mandatory questions will need to be filled in in order to submit the Prequalification back to the customer. 

The customer will receive an email once the Prequalification has been submitted back to them, and they will be able to check this by clicking on Contractors / Contractors / 'View' next to the applicable contractor, and popping to the Prequalification tab to review. 

From here, you can work through each answer and approve, decline, and score each answer out of 10.

Once you have worked through the Prequalification, you can then either Accept it, or Re-Submit it back to the contractor for revision. The contractor will then be able to make any adjustments as needed on their end before it is submitted back to the customer for approval. 

If you have any queries about completing Prequalification or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.