How do I add a new Sub-Contractor Company to my suite?

Modified on Wed, 25 Nov 2020 at 04:32 PM

Watch our video here on how to add sub-contractors to your account.

Only an Administrator can do this.

Step 1: Select Admin > Sub-contractors > + New Contractor

Step 2: Enter the contractors name or email address to check if they already exist in the database and click on search.

Step 3: If the contractor already exists then you will be able to connect to them.

Step 4: If no contractor is already in the database then you can add a new. Make sure to complete all the following fields:

            •Contractor Name

            •Address – Address 1,2,3, City, County, Postcode 


            •Contact Name – assumes only 1 Contact per Contractor 

            •Contact Email 

            •Contact Mobile 

            •Defect Category

            •Click Submit to Create 

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