Contractors are individuals or personnel from external companies who are assigned to work on projects across job sites. Managing contractor information, requirements, and assignments in a single place helps ensure that all personnel are properly qualified, compliant, and accounted for across active projects.
The Contractors module provides a central place to manage and track all contractors across an organization. All contractors are listed on the Contractors page along with key details such as Contractor Name, Company, Trade, Badge Number, and active status. New contractors can also be added directly from this page.
🔍 To learn how to add a new Contractor, read the How to add a new Contractor article.
To access the Contractors page — On the left-hand navigation menu, select Contractors.
Clicking on a contractor from the list opens their details page, which contains the following tabs:
Details
The Details tab is displayed by default when selecting a contractor from the list. This tab contains all information related to the selected contractor, including their associated Site, Contractor Name, Company, Badge Number, Start Date, Trade, percentage of requirements completed, active status, and a photo if one has been uploaded. Depending on their role and relationship to the contractor, users may edit the contractor's details from this tab or delete the contractor.
🔍 To learn how to edit a Contractor’s details, read the Contractor Details | How to edit a Contractor’s details article.
🔍 To learn how to delete a Contractor, read the Contractor Details | How to delete a Contractor article.
Requirements
The Requirements tab lists all requirements associated with the selected contractor, such as certifications or training completions (i.e., OSHA 10). Each requirement includes details such as the associated Trade, Region, whether the requirement is mandatory, the refresher period, and the expiration date. Individual requirements can also be downloaded directly to your computer from this tab.
🔍 To learn how to view a contractors training requirements, read the Contractor Details | How to view Training Requirements article.
Areas of Concern
The Areas of Concern tab lists all areas of concern associated with the selected contractor. Depending on their role and relationship to the contractor, users may view existing areas of concern or add new ones from this tab.
🔍 To learn how to view or add a contractors areas of concern, read the Contractor Details | How to view or add Areas of Concern article.
Projects
The Projects tab lists all projects the selected contractor is currently assigned to. Depending on their role and relationship to the contractor, users may view current project assignments, assign the contractor to additional projects, or unassign them from existing ones.
🔍 To learn how to view or assign a contractors projects, read the Contractor Details | How to view, assign, or unassign Projects article.
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