Installer Overview
This is the interface where an Installer is viewed and customized.
An installer (crew/subcontractor) is the person, or persons, who complete the physical work that is described in a Work Order. Installer's Trades, Events, and Templates can be managed here in addition to being able to view Bills, Files, and Contacts related to the Installer.
Using an Installer
An installer is available to assign to a work order when:
- The installer is Active. Inactive installers still appear in the work order picker, but may be blocked from assignment depending on Company Settings.
- The installer is allowed by the work order's Event. If the Event does not limit installers, every installer is available. See Installer Events.
- The installer's insurance is not expired - or the "Installers cannot be assigned if insurance is expired" Company Setting is off. Insurance dates that have never been entered are treated as not on file, not expired. See Installer Insurance.
Assigning Trades to an installer is optional but recommended - it groups the installer under the matching Trade in the work order picker. See Installer Trades.
In order to delete an installer you must first edit/remove it from all work orders.
Installer Details
These are the high level details for the Installer.
Name (required)
This is a unique name for the Installer.
Abbreviation
An optional abbreviation, or shortened name, for the Installer. Abbreviations are used within work order names and reports. See Trade Name Format.
Description
An optional description for the Event
Mailing Address, City, State, Zip (required)
The Mailing address for the Installer.
Phone, Fax, Website
This is the general contact information for the Installer
Color (optional)
This color appears within Production Dashboards and Colors. Feel free to color code Installers by trade, location, etc.
Tax ID (optional)
Optional tax ID for the Installer.
Tax ID (optional)
Optional tax ID for the Installer.
Default terms (optional)
This is a default Company Term created in Company Settings. Any term defined here will automatically be used in bills related to this Installer.
Cemments (optional)
Optional comments for the Installer.
Status
Status for the Installer. Active installers are available for work orders. Inactive installers still appear in the work order installer picker, marked "Inactive," and - if the "Installers cannot be assigned to a work order if they are marked inactive" Company Setting is on - cannot be assigned.
Installer Events
These are the Company Events this Trade is related to.
Installer Trades
These are the Tenant Trades available for use within an Installer. Assigning trades to an Installer help with filtering installers in work orders and reports. Assigning installer trades is optional, but recommended.
If no trades are listed here, then all of your Tenant Trades are available for use for the Installer.
Installer Insurance
This is where the Installer's insurance information is managed. When the "Installers cannot be assigned if insurance is expired" Company Setting is on (Company Settings, Production tab), an installer with expired insurance cannot be assigned to a work order.
How expiration is determined
Contractors Cloud checks the General Liability, Worker's Compensation, and Auto Insurance expiration dates. An installer counts as having expired insurance only when one of these dates is set and has already passed. A date left blank is treated as "not on file" - it is not counted as expired and will not block assignment. You only need to track the insurance dates that matter to you; blank dates are ignored.
Even when insurance is expired, the installer still appears in the work order picker marked "Expired Insurance" so you can see who has lapsed. Whether they can be assigned depends on the Company Setting above.
Crew Registration and Misc Checklist are miscellaneous fields and can be used however desired.
Receive Installer Insurance Notifications
In order for a User to receive automatic Expired Insurance notifications, they must have the permission "Receive notifications about installer insurance status" checked.
Company Email Templates
This are custom email templates specific to the Installer for each of your Companies. Email Templates help save time when notifying Installers of new Work Orders. When creating a new Email Template, a Company is needed since how one Company uses an Installer may be different from how another Company may use the Installer.
Each company email template will be available for any project under that company.
Company Account Number (optional)
If the Installer has an account number they gave, it can be entered here.
Ordering email for installer (required)
This is the email address where all work orders are sent to.
Ordering name for installer (required)
This is the name of the person, or department, the email is addressed to.
Default From Name (Leave blank if from individual)
This is the sender name representing your Company. It can be the name of a User or simply " Your Company Production Department" if orders are sent from multiple Users.
CC 1 - CC 4 (optional)
These are optional email addresses that will receive a carbon copy email.
Email Subject (required)
This is the email subject. Project data stubs are supported.
An example subject is:
Work Order Request from Your Company Name - {Project Address} | {Customer Full Name}
Email Body (required)
This is the email body. Project data stubs are supported.
Default Financial Account
These are the default Company Financial Accounts that will automatically be assigned to bills.
Company Financial Accounts are created in Company Settings (permission required).