Contractor Services
Accessing Contractor Categories
Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Contractors/CRM Section click the “Contractor Categories" button.
Overview
The Contractor Services module allows users to create, manage, and categorize contractor services. It also enables marking certain services For Supplier, making them available for specific filtering and selection.
Main Functionalities
Data Table Columns
Service: Name of the contractor service.
For Supplier: Indicates whether the service is marked for suppliers.
How to Create a Contractor Service
Open the Contractor Services list.
Click the "+" button to open a blank form.
Enter the Service Name.
(Optional) In the Parent Selector, choose a parent service (if applicable).
(Optional) Tick the "For Supplier" checkbox if this service should be available for suppliers.
Click Save to confirm the entry.
How to Delete a Contractor Service
Select the Contractor Service from the list.
Click the Delete button.
Where You Can Use Contractor Services
You can use Contractor Services to filter data using the "Services" selector for:
Customers (list of customers)
My Customers (personal customer list)
Office Customers (office-wide customer list)
All Suppliers (complete supplier list)
Suppliers (filtered supplier list)
Other Suppliers
Fuel Suppliers
All Operators
Comm.J. Operators
Cargo Operators
VIP Operators
Sister Companies
Shareholders
Hotels
Agents
CAA Authorities
By marking a Contractor Service as For Supplier, it will appear in the "Segment" selector when creating or filtering contractor data.