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 state, county, or local government.
Add the General / 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:
On the Applicant tab, scroll down to the General/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.If you choose to associate a contractor from the database, a pop-up screen will appear where you can search for or add a new contractor record:
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 with the selected contractor 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 the general/primary contractor, 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:
Search for an existing contractor and click Add to tie them to the record:
Note:
If the contractor is not in the system, select Add Business/Contractor to add them to the database and record.Click Save:
