Update a contractor's details and insurance

Each contractor has a profile holding their contact details, insurance, emergency contact and notes.

Steps

1. Open the project's Contractors tab.
2. Click the gear on the contractor's card to open Contractor profile.
3. Change their details. First name, Email and Trade are required.
4. Set the Insurance expiry date. Add or replace the Insurance document and Trade certificate if you have them.
5. Add an emergency contact or notes if they help.
6. Click Save changes.

What happens next

• The contractor's card shows the new details.

Good to know

• Contractors can upload their own insurance and certificate from the portal, so check here before you chase them.
• The contractor's email is how they sign in. Tell them if you change it.
• The access code and Remove from project are also here. See Change or remove what a contractor can see.