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Adding a Contractor

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Written by Ari Coulson
Updated over a week ago

A contractor is the business that your company enters into the contract with. The contractor withholds retentions for the work that your company completes.

The contractors menu can be accessed via the left sidebar where a “Contractors” option is listed. This will display a list of all contractors.

Adding a Contractor:

To add a new contractor, click on the “Add Contractor” button to the top right of the menu.

Search for the contractor using it’s name or business number.

Business numbers: CRN (UK), ABN (Aus), NZBN (NZ).

Manually Specifying a Contractor

If you are in the UK or New Zealand, you can manually input the company name without needing offical registration of the company. (Manual company name input is not available for Australia.)

Click "Manual" on the top bar.

Then type the contractor name

Next enter a primary contact for the contractor and an associated email. Multiple additional contacts can be added, but there may only be one Primary Contact.

For Australia and New Zealand workspaces, if there is a retention trust account or security, the details can be recorded by clicking “Add” to the right of the section.

Once you have selected and named the company through either method, click “Create Company” to complete the process.

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