Storing contractor contact details in Logit offers the advantage of quick access in case of an emergency, ensuring a faster response time. It also helps maintain organised records, making it easier to manage and contact the right person when needed.
How do I create a contractor
Go to Contractor in the configure portal.
Click Add Contractor.
Enter the details, including the name, type, and status.
Click Create.
How do I create contractor types
You can create contractor types by following the steps below:
How do I create contractor properties
If you need to add additional information, you can create contractor properties as follows:
Click on Manage button in the top right-hand corner.
Click Add Section to create a general section.
Click Add property and add the necessary questions.
How does the contractor list look in the monitor portal
Go to the Contractors module in the 9-dot menu, where you can view the list of contractors you’ve created. Access to this module is controlled by role permissions to restrict who can view it.
You can also filter contractors by Types:
By clicking the cog icon, you can add a record, view contractor properties, email the contractor directly, or visit their website.
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