Contractor Portal Quick Start Guide - Palm Beach County

[Pages:56]Contractor Portal Quick Start Guide

Table of Contents

1. Overview...................................................................................................................................................................... 3 2. Renew My County Contractor License ........................................................................................................................ 5

2.1 Have you created and activated an Account? (One-time step you will not have to do again) ................................... 5 2.2 Have you linked your County Contractor license to your Account? (One-time step you will not have to do again) .. 6 2.3 Initiate your Renewal Request. .................................................................................................................................... 6 2.4 Track the progress of your Renewal Request. ........................................................................................................... 11 2.5 Print your Renewed License....................................................................................................................................... 11 3. Renew My Journeyman License ................................................................................................................................ 12 3.1 Have you created and activated an Account? (One-time step you will not have to do again) ................................. 12 3.2 Have you linked your Journeyman license to your Account? (One-time step you will not have to do again) .......... 13 3.3 Initiate your Renewal Request. .................................................................................................................................. 13 3.4 Track the progress of your Renewal Request. ........................................................................................................... 17 3.5 Print your Renewed License....................................................................................................................................... 18 4. Update My Insurance ................................................................................................................................................ 19 4.1 Have you created and activated an Account? (One-time step you will not have to do again) ................................. 19 4.2 Have you linked your license to your Account? (One-time step you will not have to do again)............................... 20 4.3 Initiate your Insurance Update Request. ................................................................................................................... 20 4.4 Track progress of your Insurance Update Request..................................................................................................... 22 5. Enroll State Contractor .............................................................................................................................................. 23 5.1 Have you created and activated an Account? (One-time step you will not have to do again) ................................. 23 5.2 Initiate your State Enrollment Request...................................................................................................................... 24 5.3 Track progress of your State Enrollment Request. .................................................................................................... 27 5.4 View your State Enrolled License. .............................................................................................................................. 27 6. Apply for Apartment Maintenance Technician Certification .................................................................................... 28 6.1 Have you created and activated an Account? (One-time step you will not have to do again) ................................. 28 6.2 Apply for Apartment Maintenance Technician Certification ..................................................................................... 29 6.3 Complete the Application information and Submit ................................................................................................... 30 6.4 Track progress of your Apartment Maintenance Technician application request. ................................................... 35 6.5 View your Apartment Maintenance Technician License. .......................................................................................... 35 6.5 Print your Apartment Maintenance Technician License............................................................................................ 36 7. First Time User........................................................................................................................................................... 36 7.1 Account creation and responsibilities........................................................................................................................ 36

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7.2 Register a New Account. ............................................................................................................................................ 36 7.3 Link your Certification(s) to your Account ................................................................................................................ 37 7.4 License Related Activities........................................................................................................................................... 37 8. Register a New Account............................................................................................................................................. 38 8.1. Account creation and responsibilities ....................................................................................................................... 38 8.2. Register the Account ................................................................................................................................................. 38 8.3. Activate the Account ................................................................................................................................................. 41 8.4 Sign In ........................................................................................................................................................................ 41 9. Link My License(s) to My Account ............................................................................................................................. 42 9.1. Go to "My Profile" page ............................................................................................................................................ 42 9.2. Search and Link My License to My Account .............................................................................................................. 42 9.3 Account Management................................................................................................................................................ 43 10. Renew My License ..................................................................................................................................................... 44 10.1 Go to "Renew License" page ..................................................................................................................................... 44 10.2 Contractor Renewal - Complete the Renewal information and Submit ................................................................... 45 10.3 Journeyman Renewal - Complete the Renewal information and Submit ................................................................. 50 11. Update Insurance ...................................................................................................................................................... 54 11.1 Carrier Info tab ......................................................................................................................................................... 54 11.2 Attachment tab ........................................................................................................................................................ 54 11. FAQs and Troubleshooting ........................................................................................................................................ 55 11.1 General ...................................................................................................................................................................... 55 11.2Registering My Account............................................................................................................................................. 55 11.3 Linking My Licenses to My Account........................................................................................................................... 55 11.4 Renewing My License ................................................................................................................................................ 56

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Contractor Portal Quick Start Guide

1. Overview

To access the new ePZB online Portal go to URL:

Over time, more and more of the business interactions you have with PZ&B will become available on this portal. For now, Contractors may Renew your Licenses and Update your Insurance after following some set up steps. Below is an overview of the set up and renewal steps. Detailed instructions for each step follow this Overview page.

Apartment Repair Technicians may apply for their certification online. New State Contractor enrollments can also be submitted.

Register a New Account

You will create an Account for yourself

This is something you only need to do one time. Registering an Account will allow you to do business with PZ&B that is specific to you and your

licenses/certifications. Once you have Registered and then Linked your Licenses to your Account (Contractors only), you may Renew

your License.

Link My Licenses (Contractors only)

You will Link your Licenses to the Account you have created

This is something you only need to do one time for each of your existing Licenses and any new Licenses you may obtain in the future.

Linking your Licenses to your Account must be performed before you can Renew your Licenses online.

Renew My Licenses

You may then submit your renewal online. PZ&B will then process the renewal. You may monitor the status of your renewal, resubmit, and pay fees via the online portal.

After Registering your Account and Linking your Licenses, you may Renew your Licenses online as follows o From the portal, you submit your renewal online You will see the renewal fees that are due and may pay them at any time during the renewal process. o You will receive an email when there is a status change (Returned, Renewed, Rejected) o After you have submitted your renewal, you may visit the portal at any time to: View the status (In-Review, Returned, Accepted ? Pending Payment, Renewed, Rejected) If it has been returned, you may view the Return Reasons and then resubmit the renewal after you have made the required corrections Pay your fees online. Your license will not be Renewed until it has been Accepted by PZ&B and the renewal fees have been paid. Note that you still have the option to pay your fees by check.

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Update Insurance

If you are Renewing your license, the Insurance will be updated as part of that process. However, Insurance (Bond, General Liability, Workers Comp Insurance and Workers Comp Exemption) may also be updated outside of the Renewal Process.

The Update Insurance process follows the same steps as License Renewal. You submit the Insurance Updates and it is either Returned, Accepted or Rejected. The Return, Acceptance or Rejection is communicated back to you via email and is also available on the portal.

Apply for New License

Currently, there are two options under Apply for New License: Apartment Maintenance Technicians can apply online for their certification. State Contractors can now register new licenses with Palm Beach County online.

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2. Renew My County Contractor License

The steps below will guide you through the County Contractor Renewal process.

Have you created and activated an Account? (One-time step you will not have to do again) Have you linked your County license to your Account? (One-time step you will not have to do again) Initiate your Renewal Request Track progress of your Renewal Request. Print your Renewed License

2.1 Have you created and activated an Account? (One-time step you will not have to do again)

If you have already created and activated an Account, please skip to step 2.2 ? "Have you Linked your License to your Account?"

You must create an Account to interact with the Online Portal. The Online Portal is where you will initiate your Renewal request, stay informed of its progress and print your license when the renewal process is complete. A Contractor must create the account using their First and Last name as it appears on their license. Accounts should not be created under other names, such as office managers, etc.

2.1.1 Create Your Account

Click the Register Now button, complete the User Registration screen and click the Create Account button.

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2.1.2 Activate Your Account

You will receive an email containing an Activation Link that must be clicked to complete the registration process. You will not be able to log in to your account until you have clicked the Activation Link. This is a security measure

to ensure your email is the one that is actually registered to the account.

Upon successful activation you may sign in.

2.2 Have you linked your County Contractor license to your Account? (One-time step you will not

have to do again) If you have already linked your County Contractor license to your Account, please skip to step 2.3 ? "Initiate Renewal Request"

You must link your existing County Contractor license to the Account you have created. 2.2.1 Log in to your Account

2.2.2 Open your Profile. Click the Menu button

, then click the My Profile button

2.2.3 Link your License. Click Link My Certification button

. This opens a pop-up where you

enter your Certification Number and verify with last four digits of your SSN. Then click the Link button to link the

Certification Number to your Account.

You will then see the Certification has been added to the bottom of the Edit Profile screen and is now successfully

linked to your account

2.3 Initiate your Renewal Request.

After you initiate your Renewal request you will be informed of its progress by email.

2.3.1 Go to Renew License. Click the Menu button

, then click the Contractors Certification menu

and then the Renew License menu

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2.3.2 Initiate your Renewal. If you have multiple licenses, you must first select the license you wish to renew. The first license is selected by default.

Click the Renew License button

Please read the instructions and click the Start Renewal button

to proceed.

2.3.3 Complete all tabs

2.3.3.1 Qualifier tab

Click or tap the Qualifier tab.

License Info section. This displays your Certification Number and the New Expiration date that will take effect once

the Renewal process has been completed. Enter all required fields and click the Save button

.

The Save button will not be enabled until all required fields are entered.

Contractor and Company sections. To modify any of the Contractor details, click the Edit button

may then make changes and click the Save button

.

Note: you must save all changes before you may proceed to another tab.

. You

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2.3.3.2 Qualifier Photo tab Click or tap the Qualifier Photo tab.

Click the

button to open the Photo Control.

Click the

button and navigate to the location of the photo.

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