- From the Hamburger Menu, click Contractors then select Companies.
- Filter to find the company that you are trying to add the contractor to.
- Once you locate the company you are trying to add a contractor to, click anywhere in the row to open the company details screen.
- Click the New button next to the contractors box.
- Fill out the information for the contractor and click the Save button.
If the contractor's company is not already in the database, you will need to add them first.
- From the Hamburger Menu, click Contractors then select Companies.
- Click the Add New Company button at the bottom of the screen.
- Fill out the information for the company and click the save button.
- After the new company is created, you can then add the new contractor.
NOTE: If you check the checkbox for “Notify Permit Status Changes by email”, an email will be sent to the contractor whenever there is a status change in the job or permit. Status changes include events like requesting and scheduling a plan review or inspection, committing a plan review/inspection, issuing or making a change to a permit, etc.
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