Adding a Contactor via the Nav Bar

Adding a Contactor via the Nav Bar



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    • Adding a Business + Person during log out of keys/assets etc

      You can add a Business and their Staff on the fly while logging out keys etc, start to create your entry and under the Borrower section you will see Businesses - click the little Tool Icon and follow the screen shots below:
    • Deactivating/removing Contractor from a Trade Business

      1. Go to Businesses/Trades icon on your Nab Bar 2. In the Search Bar type in name of business, press enter and the card should appear (tip: type a few letters of the business name instead of full name) 3. When card appears click View/EDIT 4. On the ...