To complete the creation of the Onboarding Template, select the Contractor Type.
Note: Use the Default field to specify a template associated with a Contractor Type. When you set the Default field to Yes, you can designate a specific template for a particular Contractor Type. For example, if an Onboarding Template is designated for the Contractor Type HVAC Cleaner, and the Default field is set to Yes, selecting the HVAC Cleaner Contractor Type when creating a Service Contractor will automatically retrieve the designated default onboarding template. It's important to note that only one onboarding template can be set as the default for each Contractor Type.
The Contractor Type must be defined.
As a result of this activity, the Contractor Type is added to the Onboarding Template.