3 Ways Scoperite Makes It Easy To Manage Contractor Information

By July 6, 2018Contractors

When it comes to building, altering, and repairing homes and other buildings, there are a lot of moving parts, and therefore a lot of moving people. While there are some contractors who can actually do it all, that isn’t the case for most; most contractors specialize in one area of the building, but that doesn’t mean that is where their business ends.

For many contractors, they themselves specialize in electric, or roofs, or paint, you get the picture, but their business can do more like electric and plumbing, roof and siding, paint and windows. For those additional services offered, most contractors partner up with or subcontract work to other contractors whose specialty they need, which allows for greater business for both parties, and a wider list of services businesses can offer.

With that greater business and wider lists of services, however, comes the need for more management, more paperwork, and more people to keep track of, which can get time consuming and complicated if you don’t have a solid organization system.

This is where Scoperite can help.

Within the settings of the software, there is a section labeled “Manage Contractors” which allows users to organize and store information on all the other contractors that they work with, making life easier on you in a few distinct ways.

1) Easy Access To All Contractor Information

The “Manage Contractors” section allows users to store all contact information within the contractor’s page; this includes names and phone numbers, but also addresses, emails, and fax numbers as well. Having all the information easily accessible on both desktop and mobile devices allows contractors to be able to find contact information needed to share invoices and estimates, call offices, and coordinate with the other contractor without having to spend time searching for the necessary contact information.

The page also contains a section for notes, allowing contractors to add additional names and numbers of specific contact people, notes about how they receive payment, or any additional relevant information. These notes are visible to everyone with access to the “Manage Contractors” page, allowing everyone to stay up-to-date with the right contacts and information for other contractors.

2) Document Storage

Each contractor page also has space for document storage. This allows contractors to keep copies of contracts, agreements, insurance paperwork, and whatever else your company requires in an easy-to-find, easy-to-download place. The documents can be saved to the page for future reference, created into a PDF, or dropped into a link if they need to be sent out. Having all the documentation for each partner or subcontractor in one place means less time digging for information and requesting paperwork, and more time keeping the partnership strong and doing the work you actually enjoy.

3) Important Date Notices

Each contractor page also allows users to input expiration dates of important documents, such as general liability and workman’s compensation insurance. These dates show up on the page, as well as in the display table of all contractors; making it simple to see whose insurance documents are up-to-date and who you need to reach out to, to get updated ones. This small feature can save contractors time and headaches, but alerting them to expiring documents before it may become a problem.

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