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Creating contractors in the SmartGov mobile app

Contractors can be tied to various records throughout SmartGov. Any contractor created in the SmartGov mobile app will also display in the Global Contacts list, which includes both contacts and contractors.*Note: The Global Contacts list is only accessible through the SmartGov website.

Creating a Contractor

  1. Tap the Create icon ().
  2. Tap Contractor. *Note: Any field with an asterisk (*) beside it is required.
  3. Enter a Display Name for the contractor.

Primary License Information

  1. Tap the Suspended toggle () if the license is currently suspended.
  2. Tap the Number field to enter the license number for the contractor.
  3. Use the Type drop-down menu to select the license type. *Note: These types are configured by your jurisdiction.
  4. Begin typing or tap the calendar icon () to enter the Expiration Date of the license.

 

Mailing Address Information

  1. Enter the Mailing Address information including the Street, City, State, and Zip Code.
  2. If this is an International address, tap the toggle to adjust the fields that display. This will remove the City, State, and Zip Code fields and display International Line and Country.
  3.  If the address is unknown, tap the question mark icon (). This will change the address field to display "Not Known at time of Entry."

 

Physical Address Information

  1. Enter the Physical Address information if necessary. These fields are not required.
  2. If this is an International address, tap the toggle to adjust the fields that display. This will remove the City, State, and Zip Code fields and display International Line and Country.
  3. Copy the mailing address fields to the physical address fields by clicking the copy icon () if the addresses are the same.

 

  1. Tap Save in the top right corner of the screen. *Note: If you try to leave this page without saving, you will be prompted to Discard or Save your changes.
  2. Once the contractor has been created, additional fields will display. You can add or edit the Address information, Phone Numbers, Emails, Details, Points of Contact, Contractor Licenses, and Associations.