Add or Edit a Contractor

PREREQUISITES: If desired, add custom data fields for a contractor under General > Custom Data Fields. See Add or Edit a Custom Data Field for more information.

NOTE: Contractors can also be added using the Table Editor. See Table Editor in the Office and Tablet 15.7 for AMS Guide for more information.

1. From the home page or General tab, click Contractors.

The Contractors panel lists all of the contractors. You can filter the list by typing the first few letters of the contractor's name in the search box in the top-right corner.

2. To add a contractor, click Add on the Contractors panel.

3. Enter the contractor's Name and Description.
4. Click Add.

The new contractor will display in the Contractors panel.

5. Select it and enter the contractor's information, including any Custom Data Fields configured for contractors, Labor Rates, License Information, and Keywords in the Contractor Details panel.

For an explanation of fields on the Contractor Details panel, see Contractor Fields.

Starting at 15.6, the Liability Insurance, Workers' Compensation, Automobile Insurance, and General Liability fields have been exposed in the panel.

6. In the Labor Rates section, define the contractor's labor rates.

7. In the License Information section, enter the information about the contractor's license.

8. To edit a contractor, open it from the Contractors panel and make the desired changes. Multiple contractors can be selected to edit a select number of fields in bulk.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.