The contractor card includes a number of settings that are used to control a range of AroFlo features:

• Contractor Labour Rates
• System access for sub-contractors
• Print and Email defaults.

To access a contractor's card, go to Accounts > Contractors and click on a contractor name.

Contractor Details

Once you've created your contractor, the contractor card will open. The information below are fields you're able to edit once a contractor has been created. See Create a Contractor for an explanation of all other fields including Company Address.

Custom Fields

If custom fields have been set up for contractors, you may need to update existing cards to show any new custom fields created.

View and Create Menu

At the top right of a contractor card are the View and Create options. Click Email to open a blank Email to the contractor and select a contact from the dropdown. View Menu Option Description Purchase Orders View In Progress Purchase Orders for this contractor Work Orders View In Progress Work Orders for this contractor Bills View In Progress Bills for this contractor Credit Notes View In Progress Credit Notes for this contractor Tasks View Current Tasks that are assigned to this contractor. See Contractor Access for more information. Locations View Locations for this contractor Contacts View Contacts for this contractor Certifications View Certifications for this contractor     Create Menu Option Description Work Order Create a work order for this contractor Purchase Order Create a purchase order for this contractor Credit Note Create a credit note using this contractor

Contractor-Specific Settings

Print and Email Defaults Set contractor-specific print and email defaults. This may be useful if you want to set a common subject line or body text in emails you send to a contractor. It can also be used to set contractor-specific print layouts for your work orders or request for quotes.       Settings and Defaults To control who can access documents you upload to a contractor card: Setting Description Default Document Upload Filter Set a default access filter for documents uploaded to the contractor card (Internal Only, Show Client, Show Contractor, Show All).

Contractor Settings

To change system access for sub-contractors, scroll down to Settings. Setting Description Type Used to turn this Contractor into a Supplier. Select 'Wholesaler' from the dropdown and Save. Associated To If your AroFlo site has multiple business units, select the primary Business Unit this contractor is linked to. System Access Gives Contractors access to AroFlo using their own credentials to access tasks that you have assigned or scheduled to them. For more information, see Contractor Access. Scheduling Access Gives Contractors access to AroFlo using their own credentials to access the scheduling calendar.

Business unit links

If your AroFlo site has multiple business units, you can select which business units this contractor should be associated with. Alternatively, you may choose to link a contractor to all business units. Your Site Administrator can set up default business unit links so that all newly created contractor will have the links you want. See Supplier and Contractor Settings.

 

 

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