How to create a new contractor?

This guide will walk you through the steps to create a new contractor within the Finance section of the system.

Steps to Create a New Contractor:

1. Navigate to the Finance Section:

   • Click on the Finance option to open the finance-related tools and settings.

2. Access Contractor Rates:

   • Once in the Finance section, select the Contractor Rates option from the available menu.

3. Choose the Relevant Section:

   • On this page, you will see two options:
     • Contractors
     • Contractor Rates
   • Click on the Contractors tab located at the top of the screen to manage the contractor list.
     
     
     
     

4. Create a New Contractor:

   • On the Contractors screen, click the CREATE NEW CONTRACTOR button. This will open the contractor creation form.

5. Fill Out the Create Contractor Form:

   • A form titled Create Contractor will load on your screen.
   • Complete all the necessary fields, including contractor details such as name, contact information, and any required documentation.
     
     
     
     

6. Submit the Form:

   • Click the "Create Contractor button to create the contractor in the system.