A contractor is a business whose customers you service. Your agreements are with the contractor any invoices are sent directly to them. See the Sales topic for an example of a typical contractor layout.

 

From the options menu you have the following functions:

To	See
Reports	Contractor Reports
Price increase	How to: Price Increase a Contractor
Update site receipt emails
Update site pre-booking emails
Create a new agreement	How to: Add a new Agreement for a Contractor
Refresh costs	Customer Profitability
Hold all deliveries
Resume all deliveries

The contractor page has three additional tabs:

 

 

Customers

A list of all customers belonging to this contractor. Both active and in-active customers are shown. However only active customers are used in the totals calculations.

Documents

Shows a list of uploaded documents and gives access to the document storage functions for this contractor. See Document Storage for details on uploading, amending and viewing documents.

Portal

Show users who have access to this contractor through the Service Manager Portal. (Only available in the professional and enterprise editions). See Portal for further information.