Add a Contractor

A contractor is a person or business that provides equipment, materials, or labor on a contract basis. Contractor information has already been configured by the administrator.

If one contractor is performing more than one type of work for the same case, the contractor's information must be added separately for each kind of work (for example, framing, plumbing, electrical, landscaping, and so on).

PREREQUISITES: A contractor employee must be defined for each contractor company in order to be added to a case. See Add a Contractor Employee in the Admin 3.2 Guide for more information.

1. To add a contractor to the case, tap Add record.

The Add Contractors panel opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Select the check box by the desired contractor(s).
3. Tap Add x contractors.

NOTE: If the contractor has an expired license, an Add Expired Contractors panel opens asking whether you want to continue adding the contractor or to cancel.

The contractor's information automatically populates in the Contractors panel.

From here you can remove, view, and search contractors. See Contractor in the case summary page for more information. See Contractor Panel Fields for an explanation of the Contractor panel fields.

NOTE: Custom forms can be configured by the administrator and applied to specific areas in the UI, such as based on a specific template, fees, comments, and more. See Custom Forms in the Admin 3.2 Guide for more information. If the administrator added encrypted custom forms, you will see dots when typing in the field. A view icon allows you to view the encrypted text in the field.