How do we add contractors for the portal?

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:

  1. Setup types of contractors in [Partners] > [Contractor Type]These can be plumbers, builders, electricians, or you might just set up a ‘general contractor’.
  2. 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.
  3. Setup individual contractors in [Partners] > [Contractors]
  4. Then, assign the contractor to the developments. To do this, go into the edit screen of the development.