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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

  1. Click Add Contractor
  2. Fill in the details:
FieldDescription
Company NameFull company name
Trade NameCommercial name
VAT NumberTax identification number
Tax OfficeRelevant tax office (ΔΟΥ)
AddressCompany headquarters
City / Postal Code / CountryLocation details
Contact PersonPrimary contact name
PhoneContact phone number
EmailContact email
NotesFree text
  1. 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.

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