You need to do this first in the CRM, not the portal. Contractors are assigned to developments and also different categories of contractors. You need to do the following:
- Setup types of contractors in [Partners] > [Contractor Type]These can be plumbers, builders, electricians, or you might just set up a ‘general contractor’.
- Setup contractor companies in [Partners} > [Contractor Companies]These are companies that individual contractors work for. This works so that you can assign takes to both companies and individual contractors.
- Setup individual contractors in [Partners] > [Contractors]
- Then, assign the contractor to the developments. To do this, go into the edit screen of the development.