Contractors

Contractors is your directory of general contractors, specialty contractors, and construction firms your firm works with on projects.

What’s in a contractor record

Each contractor record holds the company’s information and gives you a place to track:

Employees — individual contacts at the contracting firm
Projects — the projects they’re working on with your firm

The contractor detail tabs

Open any contractor to see:

Tab	What’s here
Employees	Staff and contacts at this contractor
Projects	Projects where this contractor is engaged
Bills	What you’ve been billed by this contractor, with the outstanding balance at a glance — see Bills (requires financial access)
Credits	Credit this contractor has given you and how much of it you can still use — see Vendor Credits (requires financial access)

Filtering the list by standing relationship

The Contractors list has three buttons across the top: All, Active and Preferred. All is what you see when you open the page, so every contractor is there — including any marked Inactive, Do Not Work With or Archived, which you can tell apart by the Standing Relationship column. Use Active or Preferred to narrow it down. Your choice stays put as you page through and sort, and it’s part of the web address, so a link you bookmark or send to someone opens on the same view.

Beside the buttons, the search box finds a contractor by name, email, phone number, or city as you type, once you’ve entered at least two letters; click the × to clear it. Search works together with the status buttons, so a contractor has to match both to show up.

Using contractors on projects

To attach a contractor to a project, open the project, go to its Team tab, and expand the Contractors section. From there you can add any contractor from your directory to that project.

See Manage the project team for step-by-step instructions.

Adding contractors

You can add contractors one at a time or in bulk. See: