Managing Contractors

View, filter, edit, and manage contractor records across your company.

Accessing Contractors

Navigate to Admin → Contractors from the main menu to view your company's contractor list. The total contractor count is displayed at the top of the page.

Contractor List

The contractor list is searchable and paginated. Each row displays the contractor's key information with options to view details or edit.

Filtering Contractors

Use the filter bar to narrow down the list:

• Name: Text search to find contractors by name
• Status: Filter by active or inactive contractors
• Project: Select a project to show only contractors assigned to it

Viewing Contractor Details

Click on a contractor row to expand and view detailed information. The contractor details page includes tabs with related data such as assigned projects, workers, and activity history.

Editing a Contractor

1. Find the contractor in the list
2. Click the edit button on the contractor row
3. Update the contractor's information as needed
4. Click "Save" to apply changes

Viewing Trades

For Procore-connected companies, each contractor's associated trades are displayed in the contractor details. Trades indicate the specializations and work categories the contractor is qualified for.

Merging Duplicate Contractors

Super administrators can merge two duplicate contractor records into a single record. This is useful when the same contractor has been entered multiple times with slight name variations.

1. Identify the two duplicate contractor records
2. Select the merge option
3. Choose which record to keep as the primary
4. Confirm the merge — all related data will be consolidated into the primary record