Clients, subcontractors and banks are parties

What moves

The client of a job, a subcontractor and the bank behind a bond are picked from the register of parties, so each exists once. When two parties are merged, the jobs, subcontracts and bonds follow the surviving one.

Before you start

• Construction in your plan (Parties is held by every workspace)

Step by step

1. Construction managerConstruction & Contracting

   Picks the client on a job, or creates the client from the picker.

   You see:The job shows the client's name from the register.

2. SystemContacts & Partners

   Sends changes to a party's name and, when two parties are merged, the merge.

   You see:Jobs, subcontracts and bonds point at the surviving party.

Related

• Construction & Contracting
• Contacts & Partners
• Contracts, bond letters, delivery notes and site photos
• Job contracts and subcontracts are signed through Contracts
• Materials issued to a job become the job's cost
• Budget moves between cost codes with a second person
• The site diary is written, reviewed and kept
• Connections between modules