---
sourceDocument: Xanadu Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/field-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Configuring Contractor Management

# Configuring Contractor Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can configure Contractor Management to set up interactions with contractor companies and their managers and agents.

Use Contractor Management to set up interactions with contractor companies, their managers and agents, and work order task assignments to be performed at customer sites. Add contractor companies and external managers, onboard and
offboard external agents, and create work groups for external field agents.

You can use guided setup to step through the initial configuration of Contractor Management tasks in order or access them separately as you need to configure them.  
The steps for configuring Contractor Management are:

1. [Activate Field Service Contractor Management](https://www.servicenow.com/docs/z~k1zYwGdfSm0EF0PXB5YQ "Activate the Field Service Contractor Management plugin (com.snc.fsm_contractor_management) to use the Contractor Management application. This plugin includes demo data and activates related plugins if they aren’t already active.")
2. [Onboard a contractor company](https://www.servicenow.com/docs/SqdZJ4I6Iq1~FfLiwDS_7Q "Onboard a contractor company to outsource field service tasks. The contractor company then sends its employees to the customer location to perform required tasks.")
3. [Onboard an external manager](https://www.servicenow.com/docs/cWSrBgtEft5LoaOa4nVCeg "Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.")
4. [Create a work group for external field agents](https://www.servicenow.com/docs/d2L8iGmgEf7PBOcyzCtolg "Create groups to assign work to external field agents based on your requirements such as skills, location, and product models so you can route work order tasks to the most qualified field agents")
5. [Add external assignment groups to the dispatch group](https://www.servicenow.com/docs/uMLWpUXBNzMeWIX3nEqG_Q "Add external vendor assignment groups to the dispatch group to assign work order tasks directly to these external groups.")
6. [Onboard an external agent](https://www.servicenow.com/docs/esq9GD~Xw2xlrr20kjODQQ "Onboard an agent for contractor company to assign the work order tasks.")
7. [Offboard an external agent](https://www.servicenow.com/docs/iqT_7HIQ6TAXH3BAjfN6Sg "Offboard external managers or agents of the contractor company to terminate their services.")
8. [Adding additional managers](https://www.servicenow.com/docs/AcXjH~TJBpK7nfxhk_~b3A#adding-additional-managers "Appointing additional managers in your organization ensures the continuity of work in the absence of a primary manager.")
{#configuring-fsm-contractor-management__ol_v1z_cgf_wfc}
**Related concepts**   

* [Field Service Contractor Portal](https://www.servicenow.com/docs/xW2uMSl5eld~WUmK~zDtbA "Use Field Service Contractor Portal to manage work order tasks.")
* [Work order tasks on the Field Service Contractor Portal](https://www.servicenow.com/docs/j5p0_Q7~ZUYtb1j_VLygkw "Organizations outsource their work order tasks to the contractor companies in the Field Service to perform required jobs at a customer location. Managers and agents of contractor companies use the Field Service Contractor Portal to view and manage the work order tasks assigned to them.")
* [Record the usage of assets on the Contractor Portal](https://www.servicenow.com/docs/spWfhm3bbK~I1FwWqrWQVw "The staff of contractor companies can track the consumable and non-consumable parts that are used or changed during the execution of work order tasks on the Field Service Contractor Portal.")
* [Requesting and receiving required parts](https://www.servicenow.com/docs/UDtWSDc9XTifjOKrx_BINg "Get the parts you need to complete the assigned work order tasks.")