How to view, edit, and manage contractors

Step 1. Access the Contractors Tab 0:00

• Navigate to the left-hand side.
• Click on the ‘Contractors’ tab to view an overview of all contractors.

Step 2. View full details 0:47

• ‘Details’ – overview of amount of jobs, completed jobs, and cancelled jobs
• ‘Jobs’ – a list of maintenance jobs and their statuses
• ‘Financial’ – overview of all money paid to contractor, profit/loss on contractors jobs
• ‘Bank info’ – ability to edit, delete, add contractors bank info
• ‘Keys’ – keep track of keys that your contractor has checked out and manage when they are due back

Step 3. Email the Contractor 1:44

• Select ’email contractor’ and infill the information as needed.
• Select send.

Step 4. Edit Contractor Information 2:41

• Select edit contractor.
• Change the details necessary and select save.

Step 5. Archive a Contractor (if necessary) 2:55

• If you will no longer be using a contractor, select archive contractor.
• You are still able to access their details by clicking the swich to change from the view of active contractors to archived contractors.