Contractors
Contractors are the service provider companies that perform maintenance, repair and fault restoration work at your facilities.
Contractor List
The list shows:
- Company name
- Trade name
- VAT number
- Contact person
- Phone and email
- City
Use the search bar to quickly find a contractor by name, trade name or VAT number.
Filters
- Archive status: Active, Archived or All
Creating a Contractor
- Click Add Contractor
- Fill in the details:
| Field | Description |
|---|---|
| Company Name | Full company name |
| Trade Name | Commercial name |
| VAT Number | Tax identification number |
| Tax Office | Relevant tax office (ΔΟΥ) |
| Address | Company headquarters |
| City / Postal Code / Country | Location details |
| Contact Person | Primary contact name |
| Phone | Contact phone number |
| Contact email | |
| Notes | Free text |
- Click Save
Editing a Contractor
Click the edit action from the actions menu (⋯) on the contractor row, modify the details and click Save.
Archiving a Contractor
Use the Archive action from the actions menu to archive a contractor. Archived contractors are hidden from the main list but remain in the system.
- Archived contractors appear when you select the Archived filter
- Click Unarchive to restore a contractor
- Archived contractors are still shown as references on existing contracts and work orders
Import and Export
When the Import / Export feature is available, the contractors page offers:
- Export of the contractor list
- Import from a spreadsheet for users who can create contractors
If the feature is not part of the current subscription, these actions may be hidden or shown as locked.
Deleting a Contractor
Use the Delete action from the actions menu. Deletion is protected: if the contractor is referenced by contracts, it cannot be deleted.
Important
Contractors are not directly linked to assets. The link is made through Contracts, which define which contractor covers which assets at which facilities. See the Contracts section.
