On this page
Add a contractor company
You will create a contractor company with its type and site.
AdminSite ManagerAll plans
What you'll need
- Admin or Site Manager role.
- Optional: company types set up under Company types.
Steps
- 1
Open Contractors and select Add company.
1 - 2
Enter the Name, for example Acme Electrical, and choose the Company type.
2 - 3
Choose the Site (optional), for example Wadeville Plant.
3 - 4
Enter the Primary contact.
4 - 5
Enter the Contact email.
5 - 6
Enter the Contact phone.
6 - 7
Select Create.
7 - 8
Open the company and check that Status on Overview shows Active.
8
Tip
Got lots of companies? Select Import CSV, then Download template. Fill it in, select Choose File, then select Import N companies.
What's next
- Invite contractors Invite a key contact to the contractor portal.
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Contact usUpdated 13 Oct 2026