Contractor data is managed in the Licensing module. Community Development tracks full contractor details, including license status and insurance information. The system checks if a contractor’s license is current. It also monitors whether the required insurance is up-to-date.
If a municipality does not track license or insurance data, the system can still create a contractor database. These contractors can be assigned to the current record. They will also be available for future permits and projects. All routines and procedures described here work the same in the permitting system and in the project, planning, and zoning system.
The contractor data, the contacts tab (database), business licensing, and the insurance tab are all linked together. They work behind the scenes to manage data entered into the system. They also handle data downloaded from master database files maintained by the state, county, or local government.
Add the General or Primary Contractor
Sign in to your site
Navigate to the Permitting or Projects module, select List, and select a record from the list:
Click Edit:
Click the Applicant tab:
Scroll down to the General and Primary Contractor section. Then, choose to either copy the owner information as the contractor or search for / add a contractor from the database:
Note:
Contractor data cannot be entered directly into most of these fields. This helps protect the database from errors and duplicate entries. The contractor and licensing system tracks and maintains insurance information. However, insurance for the owner must be added using the Insurance tab in the permit or project record.You can choose to associate a contractor from the database. If chosen, a pop-up screen will appear where you can search for or add a new contractor record:
Business Name: Enter the business or contractor name to search
Address: Enter the business address to narrow search results
License Number: Enter the license number to search for a specific business or contractor
Business (Sub) Type: Select a business sub-type to filter search results
Search: Click to search the business/contractor database
Clear: Clear the entered search criteria
Close: Close the search window without making changes
Add Business or Contractor: Use this section to create a new business or contractor record if it is not found in the search results
Note:
If you want to see all the records in the database, use the % key in the Business Name field and click Search.
The system will populate the selected contractor’s information:
Scroll down and click Save:
All the contractor data will be added to the Contractors and Contacts tabs of the record:
Add Sub-Contractors
In addition to general and primary contractors, users can add as many sub-contractors as required by navigating to the Contractors tab of the record:
Click Add New to add a subcontractor:
Enter an existing contractor’s information in a search field, and click Search. Then click Add to tie them to the record:
Note:
If the contractor is not in the system, select Add Business or Contractor to add them to the database and record.Click Save: