Contractor Setup Fields

The following fields are found on the Contractors tab section of the Contractor Setup page.

NOTE: Some fields have visible character max limits. The first number is the current count of how many characters have been used. The second number is the max characters allowed in the field.

• Contractor  Company ID: This is an identifier automatically assigned by the software to help track the contractor. This field cannot be changed.
• Company Name: Enter the official name of the contractor.
• Address and contact information: The contact information of the company (including address, phone and fax numbers, and email address) may be entered here.
• Liability Company: This is the name of the company that provides worker’s compensation for the contractor in the event of an accident on the job.
• Liability Expire Date: Click the calendar icon to select the expiration date of the contractor's coverage.
• General Liability: This field is for the name of the insurance agency covering liabilities other than worker’s compensation.
• General Liability Expiration: Click the calendar icon to select the expiration date of the contractor's coverage.
• Available Escrow Amount: This field shows the current balance in the contractor's escrow account, if applicable.
• Additional Comments: Enter any comments or notes relative to the contractor here.
• Active: Click to switch between active and inactive status.