Managing contractor firms and their records
The address book of the firms that know your properties, with contact channels, linked jobs and the receipts that belong to them.
Who this is for:
Owners
Editors
2 min readUpdated: 28/09/2026Step by step
- Create the firm under "Contractors": company, trade, contact person and contact details.Once per account, usable on all properties
- Link the firm to the properties it works on and to the individual jobs.Via the file or the job itself
- Attach invoice, quote and acceptance protocol to the job, not loosely to the property.The receipt stays tied to the work
- Check the firm's page: all its jobs and properties at a glance, with direct contact channels.Call and e-mail straight from the row
The result: Whenever a question about the installation comes up, it is clear who built it and how to reach the firm, years later too.
Open in the product
What if it does not work?
- A firm exists twice.
- Invite the firm to claim its company profile: once it does, entries with the same confirmed e-mail address are merged, and your contact person and notes stay with each entry. Two entries with different addresses stay apart until the firm confirms the second address. Without a claim: move the links onto one entry and delete the empty one.
- I can no longer change a firm's contact details.
- The firm has claimed its company profile and now maintains its name, trades and contact details itself (chip "Maintained by the firm"). Your contact person and your notes stay yours.
Related guides
Documenting a jobWhat was done when, by whom, at what cost: a job bundles photos, receipts, warranty and the executing firm.Recording an invoice as a receiptAmount, date, issuer and factual category: turning the invoice PDF into a receipt the yearly summary counts.Claiming and maintaining the company profileFor contractor firms: claim your own profile, maintain details and proof, answer enquiries and invite the team.