Resources - Contractor Settings

Contractor Settings in Movegistics 5.0 🧾

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Why This Matters to Your Business 🧠

Managing contractor information efficiently is essential to maintaining compliance, tracking vendor labor, and ensuring your subcontracted teams are always ready to go. In Movegistics 5.0, the Contractor Settings under Resources provide you with all the tools you need to organize contractor details, monitor their availability, and standardize onboarding across projects. A clean, organized contractor database helps reduce payroll issues, boosts scheduling accuracy, and simplifies subcontractor management.

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🔍 How to Access Contractor Settings

1. Click the gear icon in the top-right corner of Movegistics.

2. From the left-hand Settings menu, navigate to Resources > Contractors.

This will bring you to the Contractors grid, where you can:

• View all contractors and their key details

• Filter by company or contractor type

• Add new contractor profiles

• Track availability

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➕ Adding a New Contractor

To add a contractor:

1. Click the blue plus (+) icon in the top-left.

2. Fill in the following fields:

   • Contractor Number

   • First & Last Name

   • SSN

   • Phone Number & Alternative Phone

   • Email & Alternative Email

   • Address and Emergency Contact Info

   • Hire and Termination Dates

   • Pay Rate & Pay Rate Type

   • Target Hours

   • Company Name

   • Contractor Type

   • Tags and Internal Notes

3. Assign Ownership (admin user managing this record).

4. Toggle the Active switch to activate/deactivate the contractor profile.

5. Click Save or Save & Add Another.

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👁️ Creating a Custom View for Contractors

Custom views help you filter and focus on specific contractor segments, like subcontractors from a particular company or those with specific availability.

To Create a View:

1. From the Contractors tab, click Create a View.

2. On the right-hand panel, select the columns you'd like displayed:

   • Contractor Number

   • Company

   • Contractor Type

   • Tags, Hire Date, Pay Rate, etc.

3. Use the Column Order panel to arrange columns to your preference.

4. Click Next

5. Use the Apply Filters tool if you want to narrow your view (e.g., show only Active workers or only those in a specific department)
6. Name your view (e.g., "Active Drivers – East Team")
7. Choose whether to make it private or share it with your team
8. Click Save
   
   You’ll now see this view as a tab at the top of the contractor page, making it easy to switch between filtered contractor lists.

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📅 Resource & Recurring Availability

Movegistics allows you to track which contractors are available on any given day and set weekly recurring schedules.

Resource Availability

This shows a calendar-style view to see contractor availability at a glance.

1. Go to Resources > Contractors.

2. Click Resource Availability.

3. The calendar displays each day’s active contractors.

4. Use the right-side toggle panel to mark contractors as Available/Not Available.

📘 Pro Tip: Click on any date to get a breakdown by contractor.

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Recurring Availability

Recurring availability allows you to define a consistent weekly schedule for each contractor.

1. Go to Resources > Contractors.

2. Click Recurring Availability.

3. You’ll see:

   • Each contractor’s name

   • A grid of weekdays (Sun to Sat)

   • Checkboxes for each day

Use this view to:

• Set standard schedules for regular subcontractors

• Manage rotating labor pools

• Quickly see who works which days

✅ Changes save in real-time and feed into scheduling and dispatch modules.

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Final Tips ✨

• Use Tags like "Temp Labor" or "Long-Term" for easy filtering.

• Create views for each subcontractor company (e.g., Atlas, Bekins).

• Keep contact info and emergency details updated.

• Use the Active toggle to keep inactive profiles from cluttering your views.

For assistance with importing contractor data or availability schedules, reach out to [e-mail].