Add a contractor

Step-by-step instructions on how to add a contractor.

1. From the More tab, tap Contractors .
2. On the top right, tap Options .
3. Tap + New.
4. The next screen will allow you to add information for the contractor.
   • If applicable, you can assign the contractor to a company. To do this, tap on the drop-down in the Company field and choose from your current list of companies.
   • If you need to add a company, simply select + New at the bottom and then type in the company name. Once complete, select OK.
     • NOTE: If you have zero companies in Adjuster Pilot, your only option here will be to type in the name of the company and select OK.
     • You need to add a contractor while entering a company. If you do not currently have a contact for the company, we suggest using a placeholder name such as “Contractor Name” until you have this information available.
   • It is not necessary for a contractor to be associated with a specific company. Simply leave the “Company” field blank in this case.
5. Once you have finished, tap Done.

Your newly-entered information will be displayed on the next screen.

To go back to your list of contractors, tap < Back.

Adding while viewing a company #

There is an alternative way to add a contractor to your Adjuster Pilot database. This method involves first navigating to the company that you’d like to add to.

1. From the More tab, tap Contractors .
2. Select the company you’d like to add to by clicking on the company name.
3. At the bottom, tap the Contacts tab.
4. At the top right, tap +.
5. The next screen will allow you to add information for the contractor.
6. Once you have finished, tap Done.