Add contract contacts, PO details and documents

Open the contract and confirm its customer and number before adding paperwork.

Add or edit contract contacts

1. Open the contract’s Contacts section and select Add.
2. Enter Job Title, such as Site Manager, then Full Name.
3. Enter Phone number and Email. Select a suggested email if appropriate, and correct an invalid-email warning.
4. Select Add for the new contact.
5. To correct an existing contact, select its edit control, amend the fields and select Save.
6. Check the saved contact’s displayed name, phone and email.
7. To remove an existing contact, open its edit dialog and select the bin icon. Confirm deletion only after checking the person; cancel to keep the contact.

Closing the dialog without Add or Save does not complete the contact change.

For example, add Alex Taylor as the site contact with the number the workforce should use on arrival. Edit that entry when the details change.

Add a PO number and contract documents

1. Open the saved contract and find Purchase Order.
2. Enter Purchase Order Number, finish editing and check it saves.
3. Select Upload Purchase Order, choose the file and wait for its saved document entry.
4. For another contract file, select Upload Document in Documents instead.
5. Open each saved file to check its contents. Use its delete control only when that exact file should be removed.

Continue with Hire Contract preparation or invoice documents.

FAQ