Introduction

The Contractor List helps you manage all contractors you work with, so you can quickly find the right people for maintenance, repairs and ongoing property work.

You can access contractors by CRM → Contractor.

Summary

• Contractor List Overview
• Adding a Contractor

Contractor List Overview

This list shows all individual contractors in your team.

Each contractor includes:

• Name

• Company (if the contractor belongs to a contractor company)

• Email

• Phone

• Type (e.g. Electrician, Plumber)

• Actions – Call, SMS, Edit, Delete and Send Portal Invite

You can search contractors by name, phone or email, and filter by:

• Type  (e.g. Electrician, Plumber)

• Coverage Area (city/county)

• Company

Adding a Contractor

Click + Add Contractor at top-right corner to create a new contractor profile.

When creating a new contractor, you can fill in information across three sections to make the contractor's details more comprehensive and easier to manage.

Details

This section includes basic details such as the contractor's name, address, email, phone number, and tags

• Type and First Name are required

• Coverage area is selected at city/county level

• A contractor may belong to a company, but this is optional

Bank Info

This section includes:

• Account Number(limit 8)

• Sort Code(limit 6)

• Bank Name(limit 100)

• Bank Address

• IBAN(limit 34)

• SWIFT(limit 11)

Additional Info

• VAT Number
• Non Resident
  • If No, you may enter:
    • Exemption Certificate
    • Exemption Date
    • NRL Tax
  • If Yes, no other details needed here.

Once created, contractors become available for assignment on maintenance work orders.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.