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Contractors and Contractor Types

Create and Manage contractors and their types for job assignments

Create and Manage contractors with features like search, bulk upload, and export. Edit, view, and delete contractor details while organising types and statuses for streamlined job assignments.

Manage and configure contractor types with essential details and verification requirements to categorise contractors effectively.

New contractor

Add and invite a new contractor by providing essential details, including their first and last name. Select a contractor type from a predefined list and enter valid contact details, such as email and phone number. Choose a status (Active/Inactive) to indicate their availability. You also have the option to select existing users from the system and send them invitations to join as contractors.

Manage contractors

Easily browse and manage contractor records with key features and quick actions.

Search:
Quickly find contractors by name or email.

Export:
Download contractor data as a CSV file with selectable columns (First Name, Last Name, Email, Type, Phone, Status).

Bulk Upload:
Add multiple contractor records using a formatted CSV file.

Pagination:
Navigate efficiently through large contractor datasets.

Associated Actions:

  • Edit: Modify contractor details as needed.
  • View: Access detailed contractor information.
  • Delete: Remove a contractor from the system after confirmation.

New contractor Type

Add a new contractor type with a name, along with its associated details and required documents for verification. If these details are marked as mandatory, they must be verified whenever you create a new contractor under that type.

Manage contractor Type

Manage Contractor Types  with key features and quick actions.
Association Actions:

  • Edit: Update contractor type details.
  • Delete: Remove a contractor type from the system after confirmation.
  • Enable/Disable Toggle: Allows quick enabling or disabling of the contractor type directly from the list view.