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Adding Trade Contractor Companies

Learn how to efficiently add a new trade contractor to your directory. This guide provides clear steps to create and accurately locate a contractor's profile within your system.

Chris Callen avatar
Written by Chris Callen
Updated over a week ago

01

Click "Directory"

Navigate to the Directory section to manage your contacts and contractors.

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02

Click "Add Contractor"

Select the option to add a new contractor to your directory.

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03

Click "Type a Company Name (3 characters minimum)"

Begin entering the company name by typing at least three characters to initiate the search.

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04

Create New Company or Select from Companies already on PLOT

Provide the full name of the new trade contractor to accurately identify them.

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05

Click "Create "New Trade Contractor""

Confirm the creation of the new trade contractor profile to proceed.

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06

Click "Search for New Trade Contractor's address"

Search for the contractor's address by entering relevant location details.

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07

Type in the Contractor's Office Address

Input the street address to pinpoint the contractor's exact location.

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08

Click the Scrubbed address from the list of options

Choose the correct address from the suggested options to ensure accuracy.

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09

Click "Create"

Finalize the process by creating the contractor profile with all entered information.

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This guide walked you through adding a new trade contractor by entering their company name, searching and selecting their address, and completing their profile in the directory.

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