Add a Contractor
The Contractors & History section enables you to add and mange contractors to selected jobs.
Contractors
After adding Access Instructions, the user can add and manage Contractors.
For instructions on job creation or adding access instructions, click here.
1. From the Contractors & History tab, click Add to add a new contractor. The Job Contractor window displays.
OR
Select an existing contractor and click Edit to edit that contractor's details for this job. The edit Job Contractor window displays.
OR
Click Delete to delete an existing contractor. The contractor is deleted.
OR
Click Edit Contact to edit the contact's details. The contractor details window displays.
Add Contractor
2. Click ... to add a contractor Name.The Contractor window displays.
3. Select an existing contractor, or click New Contractors to add a new contractor to the list, or click Edit to edit an existing contractor.
Note: For instructions on adding or editing a contractor, click here.
4. Click OK to populate the Contractor name field.
5. Enter the Details, if relevant.
6. Select the job Start Date and Estimated End Date, if relevant.
7. Enter a Cost, if relevant.
8. Enter job Notes, if relevant.
Note: The Job Grade selection is only enabled after a Completed Date is entered. Click here for instructions on adding Job Grades.
9. Click OK. The new contractor is added.
History
The History section details the history of the job notes and contractor.
If a contractor is deleted from the Contractors section, a new history log is added stating that the contractor has been deleted.
When un-deleting a contractor, a new history is log added stating that the contractor has been restored.
The Action column displays Job Contractor Changed when a contractor is either added or edited.
The Action column displays the Action Category of the note when adding a note.
Note: You can edit notes in the History section.
0 Comments
Add your comment