To edit a contractor, fill out all the details, then navigate to the bottom of the Edit Contractor screen and click ‘Update’ to save your changes. If you do not want to save your changes, click ‘Cancel’ to go back to the previous screen.
Edit Screen #
Company / Owner Name: The company or individual name of the contractor
Account Number: A unique identifier made up of numbers, letters or symbols
Service / Industry: The service the contractor provides or the industry they operate in
Location Address: The physical business address of the contractor
Primary Phone: The primary phone number and the type of number such as Mobile, Work, Office, Work Fax or Custom. This number is used for quick calls when you click on the ‘Call’ phone icon.
Email: The primary business email address for the contractor
Website: The website URL of the company or online listing
Contacts #
See Attach Contacts for more information
Notes #
See Private Notes for more information
