How to Add a Contractor

How to Add a Contractor

How to add a company/contractor in Rezi or Rezi PM

 

In order for you to select different contractors for jobs in PM you must first add a company into the system. This can be done in either Rezi, or Rezi PM. Adding the contractor in either areas will allow the contractor to show in both sides of the system.

To add a contractor in Rezi PM, log into Rezi PM then navigate to the contractors tab on the left-hand side.




This will take you to a list of contractors that have been added into your Rezi system. Next, click 'Add Contractor' on the top-right of the page.



This will open a pop up where you can enter the details of the contractor. Once the details have been added, click create to add them into the system.



To add a contractor in Rezi, log into Rezi and select the plus icon on the top right-hand side of the screen.

 

When the options appear please select ‘Company’ to open up the registration form for companies.

 


 

In this form you can fill out all the necessary boxes you need to fill in, the more the better. However, all the fields that have a * next to them are required. So, they must be filled in.




Company name is the way you will be searching for this company in Rezi so make sure it’s spelt correctly, otherwise it’ll be harder to find.

 

In the company type section, there is a whole list of types that you can chose from. Remember pressing a letter on the keyboard will take you there faster. So if I’m after an electrician, I can press e on my keyboard and it’ll take me there faster.

 

Please note that if you are looking for something that’s not in the list, please contact support to add a custom one for your agency.

 

Once you have filled in the form, please press Save on the bottom right hand side of the screen. This will allow you to add more than one person to this company. So if it’s Smiths and Sons, then you can also add the sons in as well. There is no limit on the number of people you can add to a company. So whoever you’ve dealt with, you can add them in.


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