Within Street, contractors are linked to companies in a 'parent/child' setup. Therefore you will first setup a company (including the company name and number, address, contact details etc) and then link the contractor to that company.

This structure allows for different individuals to be linked to the same overarching company. This means there is no need to recreate the company record if you interact with multiple employees / departments of the same organisation, but also retains the single source of truth we have in Street. Therefore if the company is also an owner or applicant in the system then the same company record can be used.

Contractors are stored in the Contractor table on the left side panel, however they can also be found by searching the contractor name in the global search bar at the top of the page too.

The contractor page will show a table of all of your contractors along with their relevant details and can be filtered by trade and certificate status, as well as exported at the top right.

Clicking the drop down arrow on the right of a contractor will display their certificates and their statuses, where you can also renew certificates directly.

To add a new contractor, click the actions button at the top right of the contractor page and click add contractor, which will load the add contractor details page.

Firstly, search for the company that is linking to the contractor you're setting up. If the company doesn't already exist in your system, click the 'create company' button to first create the company.

Next, select the relevant trades that this contractor works in. It's useful to be accurate when adding their trades as you can search by trade when adding a contractor to a maintenance job.

If you manage your accounting through Street, you can also optionally enter a commission rate for jobs completed by this contractor. This commission rate will be used as default when adding an invoice from a contractor on a maintenance job, however this can be edited at an individual level, before adding the invoice.

When you've entered all of the relevant details, click the 'add contractor' button.

To view a contractor's page in Street, locate them in the main contractor tab or search for them via the global search bar and click into their contractor page.

The overview tab shows a breakdown of the key details about the contractor.

Here, you can edit the trades by clicking the 'Manage' button, add additional people to the contractor using the '+ icon', remove people using the 'bin icon' or edit the contractor name, company number, address, telephone, email and commission by clicking the 'pencil icon'.

By editing a contractor you can also add whether they are VAT registered. The information entered here will be used as the default when adding invoices on maintenance jobs.

At the top right you also have the option of sending all open jobs to the contractor. This will send the contractor an email with an attached PDF showing all open jobs including the job number and summary, property address, date reported and expected completion date.

If you manage your accounting in Street, the contractor page is also where you would add the contractor's bank details, on the right hand side. The bank details entered here will be used when payment files are generated via the 'payments to make' step of accounting.

The maintenance tab will show any jobs that have been instructed to that contractor but will not show jobs where quotes have only been requested or have been rejected:

This list can be exported to CSV by clicking Actions > Export (see this help article if you don't have this export option).

If you manage your accounting in Street, you will see the accounting, invoices and statement tabs.

The accounting tab will show the contractor ledger and display any payments relating to that contractor. For more information, see our Contractor Ledger help article

The invoices tab will show a list of all invoices that have been supplied by the contractor and added to maintenance jobs, displaying key information including their status and amount outstanding.

From here you can quickly navigate to the job and view the invoice, using the three dot menu on the right hand side.

The statements tab will show any payment statements relating to that contractor, once payment has been made, and individual contractor statements can be downloaded from here by clicking the download button.

Additionally if you scroll down on the right hand side you will see a card for statements where you can choose who should receive the contractor statements, choosing between the people associated with the company and adding additional emails if needed.

The documents tab will show any documents and files relating to that contractor. You can upload documents via the 'create new document' button at the top right.

From the compliance tab you can see a breakdown of all compliance certificates the contractor has set up and ensure any required certificates have not expired.

If needed, you can renew a certificate using the three dot menu on the right hand side or simply add one using the 'add certificate' button.