Adding a New Contractor
1: Add a Contractor
Click the Add New… function on the dashboard and
select Staff/Contractor/Supplier from the list of
2: Flip to the Contractor Form
Select the Contractor radio button to flip the
Staff/Vendor Info form to Contractor
Note: If the company is a supplier
rather than a contractor, flip to Supplier view
instead. If the company is both a contractor and a supplier, enter
them as a contractor.
3: Enter Contractor Details
Choose a department and a role for the new contractor from the
available pick lists. Enter the name and trade of the contracting
person or company in the Company Name and
Trades fields, and click Save.
Tip: After saving the new contractor,
use the +New Contact button, and the expandable panels
that appear at the bottom of the form, to add contact, rate, and
certification information to the contractor.
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