Skip to main content
Contractors in Street

How to add and manage contractors in Street

Elliot Palmer avatar
Written by Elliot Palmer
Updated over 9 months ago

Contractors in Street

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 Page

Contractors are stored in the Contractor page 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:

Adding a contractor

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

Company Search

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.

Trades

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.

Commission

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.

Managing a contractor

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.

Overview Tab

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':

You can also view and add notes, send emails and send SMS as normal via the activity stream area.

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.

Note - Due to how contractors are linked to various aspects within Street, it is not possible to delete a contractor.

Maintenance Tab

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)

Accounting and Statement Tabs

If you manage your accounting in Street, you will see the accounting 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 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.

Statements Tab

Any payments made to the contractors will show here along with the date and time payment was made and the figure. The statements can be downloaded from this page.

Documents Tab

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.

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

Did this answer your question?