Add a Contractor

A contractor is a person or business that provides equipment, materials, or labor on a contract basis. Contractor information has already been configured by the administrator. The only fields open to edit are the Contractor Type and Business Name fields. All other fields will be filled in automatically once a contractor has been selected.

If one contractor is performing more than one type of work for the same case, the contractor's information must be added separately for each kind of work (for example, framing, plumbing, electrical, landscaping, and so on).

  1. Select the Contractor Type from the drop-down list.
  2. To add a contractor to the case, click Lookup for Contractor next to the Business Name field. This opens a selection window displaying all of the contractors matching the chosen Contractor Type.

  1. Select the check box(es) next to the business(es) in the State License and/or Local License panels you wish to add.
  2. Click Submit.

IMPORTANT: If a contractor does not appear in the selection window, click the Create Contractor link to add the contractor to the list. For more information, see the Add a Contractor Record section in the PLL 15.7 Admin Guide. The Create Contractor link connects to the Contractor page in PLL admin. If you do not have permissions to access admin pages, you may not be able to use this tool.

The contractor's information automatically populates.

If there is more than one contractor selected, you can switch between them by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

NOTE: If you are adding contractors from the Summary page, you need to click Save to add the contractors to the case.

For an explanation of the Contractor panel fields, see Condition Panel Fields.