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Add a contractor to a project

Add a new contractor or trade, or link one your studio already works with, so you can share drawings, items and files with them.

Who can do this: admins and managersUpdated

Adding a contractor to a project creates their record, gives them an access code and gives them their own private topic in Messages. It does not email them: invite them once they are added.

Steps

  1. Open the project and go to the Contractors tab.
  2. Click Add contractor.
  3. To add someone new, stay on Create new and fill in First name, Email and Trade. Add the company, phone, insurance and certificate if you have them.
  4. To add someone your studio already uses, choose Link existing, search for them and click Link to project.
  5. Click Add contractor (for a new contractor).

What happens next

  • A new contractor is added to your studio's contacts, and you see "Contractor added. Access code:" followed by their code.
  • A linked contractor sees this project next time they sign in.
  • They appear as a card on the Contractors tab, marked Never accessed until they sign in.
  • Nothing is sent to them yet. Next, invite them.

Good to know

  • The email must not already belong to another contact in your studio. If it does, you see "A contact with this email already exists in your CRM." Use Link existing instead.
  • Access codes are 10 characters long. You can copy one at any time from the card's More menu with Copy access code.
  • Adding an insurance expiry date means you are warned on the card when it is about to run out.