👷 Contractors

This page provides guidance on how to manage contractors within your Sorto account. It covers the full range of management features, including searching, editing, adding, and deleting contractors. You'll also learn about system behaviors such as constraints on deletions, unique email enforcement, and how to view repair history.

👤 Features of the Contractors List

• View all contractors, including their name, email address and phone number
• Click on any list item to access contractor details and edit their information

🔍 Searching

You can quickly find the contractor you're looking for using these tools:

• Search Bar: Use the search bar at the top to search by name and email

⬆️⬇️ Sorting the Table

You can sort the table by any column:

• Click a column header once to sort A–Z or oldest–newest
• Click again to reverse the order (Z–A or newest–oldest)
• Click a third time to remove sorting and restore the default order

Tip: When you scroll through the list and open a contractor, your position is remembered when you return, so you can pick up exactly where you left off without scrolling again.

⚙️ Actions

• Click the bin icon 🗑️ to delete a contractor

  • Note: If the contractor is assigned to any job, deletion will not work and an error will be shown

• Click on any list item to view and edit the contractor's details

👀 Viewing Contractor Details

Click on a contractor's name to view their full profile. You can:

• Edit any field by clicking directly on it
• CC Emails To: Add one or more email addresses (separated by commas) to send a copy of all emails addressed to the contractor
• View repair history

🔧 Repair History

The repair history can be viewed in two ways:

• Full list of all repairs
• Filtered by status using the status headings

Clicking on any repair in the history will open a new page with full details that you can edit or update as needed.

You can also see, upload, and manage all invoices for these jobs in one place here, making it quick and easy to handle multiple invoices without jumping between repairs.

🔔 Automatic Reminders

You can set up automatic reminders to contractors to help keep repairs moving and reduce delays, without the need for manual follow-up.

Once enabled, reminders are sent automatically based on the status of each repair and the settings you choose for each contractor.

Reminder types

There are three types of automatic reminders available, depending on the current status of the repair:

Accept job reminder
Sent for repairs that have been invited but not yet accepted.

Complete job reminder
Sent for repairs that have been accepted but not yet completed.

Invoice job reminder
Sent for repairs that have been completed but not yet invoiced.

Set up automatic reminders

Automatic reminders are configured from the Contractors page.

For each contractor, you can choose which reminder types should be sent automatically and how many days after each stage the reminder should be sent. Once saved, reminders will be sent automatically for future repairs, with no further action required.

This helps keep repairs progressing consistently while reducing day-to-day chasing.

➕ Adding New Contractors

1. Click "Add Contractor"
2. Fill in the required details, including CC Emails To if you'd like the contractor to receive email copies at additional addresses (separate multiple addresses with commas)
3. Click "Save" to create the new contractor account

IMPORTANT

Each contractor must have a unique email address.
You can’t add two contractors using the same email. If you try to use an email that’s already been added, you’ll see an error message. Use a different email instead.