Open the contractor record
Start with PEOPLE / CON-018. The record stays connected to Alex Morgan and its project context.
Keep contractor, training, insurance and competency records available across your projects.
Follow the highlighted record through a typical project workflow.
| Project context | Details |
|---|---|
| Trade | Structural framing |
| Contact | Sam Kelly |
| Active project | Riverside residences |
The people, source information and next action stay together.
Watch the example above, pause at any point, or click through the steps yourself. The walkthrough uses illustrative data and shared Stelix components.
Start with PEOPLE / CON-018. The record stays connected to Alex Morgan and its project context.
Update record note from “Insurance review pending” to “Updated certificate received and checked”.
The contractor’s record now includes the insurance review note for the team to reference.
Explore the related tools that bring the office, site and business together.