---
title: "Contractors | Subscriber View | Create a New Contractor"
description: "  **Create a New Contractor record with information, attachments (photos, licenses, certifications).** Sign in with Subscriber User Role that has access to creating Contractor records. - System Administrator - Finance - Manager Example user roles who may do this, depending…"
url: "https://spydertech.net.au/docs/contractors-web-create-a-new-contractor/"
updated: "2026-06-29"
category: Contractors
---

# Contractors | Subscriber View | Create a New Contractor

 

**Create a New Contractor record with information, attachments (photos, licenses, certifications).**

Sign in with Subscriber User Role that has access to creating Contractor records.

- System Administrator
- Finance
- Manager

Example user roles who may do this, depending on your business practice.

 

#### How to Create a New Contractor Record in Contacts

- Start filling out fields on default Details Tab first.
- Other tabs are not available until after details tab is complete and saved.

**Process (How To)**

- **Navigate to:** Main Menu > Contacts > Contractors > List of Contractors > +CREATE NEW
  - Mandatory Fields are: Name and Status
  - Fill in all fields as per your business process.
    - Business Registration #
    - Internal reference
    - Address details
    - Entity type
    - Entity Size
    - Financial Reference details: Name, Refernece #
    - Payment Terms. These are set by your organisation in subscriber set up.
    - Tax Code
    - Work / Service Types
    - Other Contact details
  - **Click Save** (once complete)

 

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractors-create-new-1-1024x578.png)

 

#### **Open and fill in Other Tabs as required:**

- Contacts, Insurances, Licences, Communications, Notes, Attachments.

Activity tab is not a fill in area, it is a log of what changes occur within the contractor record.

- Open each tab and click **+ADD,**complete details for each tab area.
- **Upload photos and files** as required through upload buttons, dropdown categories.
- Type fields can in some sections can be filled in to give identity to files added and uploaded.
- **Last tab: Activity** will keep record of all activity in contractor record as you fill out, modify or delete.

 

##### **Contacts**

To add contacts click **+ADD**

**Fill out fields for your contacts as required, starting with Name and Position (Mandatory) **

- Select Dates Contact is active from and to
- Description of contact can be useful information for anyone looking up the contact
- Contact methods: Phone number, Email, Mobile.
- Language - choose from drop down
- Tick box if the contact is a Primary Contact
- Access detail text box to detail any further information.
- **Save** when complete **or Cancel** if no longer required to add information to this area.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractor-Contacts-Add-New-e1782699988835-1024x550.png)

 

 

##### **Insurances **

**To add Insurances --> Click +ADD**

- **Choose Insurance Type** from drop down
- Add comments
- Save
- **Go to Attachments Tab** to upload any relevant files or photos.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractors-insurances-1024x348.png)

![](https://spydertech.net.au/wp-content/uploads/2025/01/Con-Ins-2-1024x273.png)

 

##### Licences

**To add Licences - similar process to Insurances but select Licences Tab ---> Click +ADD **

- Fill out all required fields of Licence details
- Click Save
- **Go to Attachments tab** to Select and Upload files and/or photos.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractor-licences-1024x246.png)

 

##### Communications

**Communications Tab -->**Email communications and notifications SpyderFlow to the Contractor

- Contractor email notifications can be set for workflow related areas sent from SpyderFlow to the contractor once details are entered into the system.

- Click Edit to set this area with destination emails, tick checkboxes for email notifications for Scopes, Quotes, Purchase Orders, Invoices.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractor-Communications-e1736987748935-1024x688.png)

 

##### Attachments

**Attachments Tab -->**Select Type of Attachment, Type Title, +Choose (Select your file) then Upload and Save.

![](https://spydertech.net.au/wp-content/uploads/2025/01/contractor-attachments-1024x280.png)

 

**Note!**

Type of attachments are set up to the dropdown field by your SpyderFlow Administrator or Manager.

- If you cannot match the type with the attachment refer to your organisation Manager or Administrator for SpyderFlow.

![](https://spydertech.net.au/wp-content/uploads/2025/01/attachment-type.png)

 

 

##### Notes

**Notes Tab -->**Click to add Notes to the Contractor record --> **Click +ADD**

- Comment and Category are mandatory
- Select optional alert
- (Comment is a type field, Category and Alert can be set as drop down fields)

**Handy tip!** - both drop down areas set by your organisation, contact your Manager or SpyderFlow Admin to add, modify, delete options).

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractor-notes-1024x331.png)

 

##### Activity

The activity tab gives information to the contractor of system and user activity.

Useful if discrepancies arise or just if you are looking for when a change occurred with contractor details.

Can be filtered by columns:

- Reference type
- Reference
- Description
- Changed from
- Changed to
- Created
- Created by

**When complete click another tab, menu item or <-- Go back to List (List of Contractors) **

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractor-Activity-1024x141.png)