How to Add Contractors in MYBOS
Add a contractor in MYBOS by creating a profile with company and contact details, a category, and optional insurance information. Once saved, it can be used for work orders, maintenance schedules, and assets.
Creating a contractor profile helps keep your contractor information organised and ready to use across the platform. In MYBOS, you can add a contractor by entering their company details, assigning a category, and optionally uploading insurance information. Once saved, the contractor profile can be used for work orders, maintenance schedules, and asset management.
How to Add Contractors in MYBOS
Step by Step Walkthrough
Step 1: In the Building Manager Portal, navigate to Contractors from the left-hand menu.
Step 2: Click New Contact to create a new contractor profile.
Step 3: Complete the Company Information section by entering the name, ABN, an contact details of the contracting company.
❗ The following fields are mandatory:
- Company Name
- Company Email
💡 It is recommended that a valid email address is provided, as contractor notifications, work orders, and other system communications are typically sent to the email address associated with the contractor profile.
Step 4: Assign a Category to the contractor.
If the required category does not already exist, click Add New Category at the bottom of the category dropdown menu to create a new one. Once created, the category can be selected and assigned to the contractor.
📒 Categories can also be managed globally by navigating to:
Settings → Categories & Descriptions
Changes made in Categories & Descriptions are available throughout the MYBOS platform and can be used across multiple modules and contractor records.
To find out more, click here.
Step 5: Add at least one Contractor Contact. Contractor Contacts are individual people associated with the contracting company and are managed separately from the company information entered in the previous step.
Multiple contractor contacts can be added. If multiple contacts exist, one contact can be designated as the Main Contact, which can be used as the primary point of communication for the company.
❗ The following fields are mandatory:
- Company Name
- Company Email
Step 6 (Optional): Upload the contractor's insurance documentation and enter the policy expiry date.
Recording insurance information allows MYBOS to track policy expiry dates. Contractors with expired insurance can be viewed from the Expired Insurance tab within the Contractors module. From this tab, Building Managers can send reminder emails requesting updated insurance documentation from the contractor.
Step 7: Click Save in the top right corner to finalise the contractor setup.
Step 8: Once saved, the contractor will appear in the Contractors list and can be viewed, edited, or assigned to future work orders, maintenance schedules, and assets.