The contractor directory
Contractors is your supply-chain directory: every contractor you work with, their trades, insurance and accreditation, and one entry point for adding them — however much detail you have on day one.
What it is
Every contractor you add is its own separate organisation on the platform, ring-fenced from yours — they only ever see the work you send them, never your stock or another contractor’s evidence. Adding a contractor never blocks you from dispatching work to them immediately, whatever stage their own account is at.
Before you start
Adding a contractor requires member-management permission.
How to do it
- Open Contractors from the sidebar and click + Add contractor.
- Choose whether this is an external firm (they run their own organisation, or you set one up for them) or an in-house contractor surveyor (a sub-contractor with no account of their own, who signs in as one of your own surveyors and consumes one of your surveyor seats).
- For an external firm, enter the company name — email and phone are optional — and save. The contractor appears in your list immediately, and work orders can be sent to them straight away.
- Add full company detail — trades, regions, insurance and accreditation expiry dates, which drive automatic expiry warnings — at any time by opening the entry and editing it.
- To bulk-load your supply chain, use Import CSV from the toolbar.
How it integrates
An external firm you add without full detail carries a status chip that tracks its lifecycle:
| Chip | Meaning |
|---|---|
| Unclaimed | You added them (name only, or with credentials issued); nobody at the contractor has taken the account over yet. Work orders still send normally. |
| Invited — awaiting validation | You added them with an email address and they’ve been sent an invite. Work orders still send normally. |
| Credentials issued — unclaimed | You generated a sign-in for them to use directly; they haven’t yet claimed the account as their own. |
| Active | A contractor running their own account, linked to yours. |
| Suspended | You suspended them — no new work orders can be sent until you reactivate. |
A contractor claims their shell by signing in, adding and verifying their own email under Settings → My account, and signing in again — at which point the account becomes theirs alone and you can no longer revoke or regenerate its credentials. You can hold at most 25 unclaimed shells at once; claimed contractors don’t count towards that limit. Every add, invite, credential and claim action lands in your organisation’s audit log.
Common problems
- I need to send work today but the contractor hasn’t set up their account. You don’t need to wait — a blind add (name only) or issued credentials both let you dispatch work immediately.
- The contractor’s “email” bounces or they never check it. Use Issue sign-in credentials instead of an email invite — it generates a sign-in you hand to them directly, with no email sent.
- I can’t revoke a contractor’s credentials any more. Once they’ve claimed the account with their own verified email, revoke and regenerate are refused — an independent business can’t be locked out of its own account by the landlord who created the shell.