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Knowledge base
Contact the Support Team (1)
Support contact details (1)
Contact details and Opening times
Release Notes (1)
Release Notes (3)
8.53 Release notes May 2026
8.52 Release notes March 2026
8.51 Release Notes January 2026
Quick Reference Guides (24)
Login (3)
Forgotten Password / Logging In For the First Time
Login to Contractor Workspace
Log In To Contractor Workspace Demonstration
General Navigation (4)
Global Search
Send Email
Send SMS
View all 4
Dashboard Overview (2)
Using the Checklist
Dashboard Overview
Contacts (5)
View Contacts
Create New Contact
Contact History and Notifications
View all 5
Jobs (7)
Job Boards
Jobs List
Jobs Overview Page
View all 7
Notifications (3)
Notes
EMail
SMS
History (3)
Job Status History
History Items
History Filters
Appointments (3)
Appointment Lineups
Proposed Appointments
Booking Appointments Manually
Site Forms (2)
Site Forms
Site Forms Via ShareLink
Estimates (8)
Create Estimates Manually
Create Estimate Using a Template
Add Estimate Line Items Using Predefined Items
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Allocations (3)
Allocations
Allocation Estimate
Allocation Work Order
Job Portal (3)
Job Portal
Share Information Through Customer Job Portal
Customer Submitting Items Through the Customer Job Portal
Work Orders (3)
Create Work Order
Allocation Work Order
Modify a Work Order
Schedules (3)
Creating Schedules from a Work Order
Setting Dependencies
Create a Loss Schedule in a Job
Expenses (1)
How to Create an Expense
Finance (7)
Job Finance Summary
Create Accounts Payable Invoice on Jobs
Create Accounts Receivable Invoice - General
View all 7
Assets and Equipment (1)
Add Assets and Equipment Items to Jobs
Health and Safety (1)
Creating Health & Safety Items
Feedback (3)
Creating Feedback Items
View Feedback Items Across All Jobs
Mood
Moisture Schedule (1)
Create Moisture Schedule
Inventory Items (2)
Add Inventory Items to Resources
Add Inventory Items to a Job
Documents (2)
Manual Document Upload
Document ShareLink
Trade Portal (2)
Trade Portal - Send A New Invite To A Subcontactor
Trade Portal - Set Up A Sync Contact From The Contacts Page
Create a Timesheet Record (1)
Create a Timesheet Record
Contractor Workspace Administrator Guides (16)
Managing Users (3)
Creating a New User in Contractor Workspace
Make a User Inactive
Add A New User Role
Managing Contacts (1)
How To Add a Contact Relationship Type
Workflow (2)
Workflow Basics
How To Use Workflow Actions
Timesheets (2)
Add a New Timesheet Role
Add A New Timesheet Activity
Dashboards (1)
Customised User Dashboards
Appointments (2)
Appointment Settings
Add a New Appointment Type
Form Settings (1)
Site Form Settings
Expenses (1)
Add a New Expense Type
Integration (1)
Integration between Contractor Workspace and Claims Workspace
Reminders (1)
Add A New Reminder Template
Loss Schedule Settings (1)
Creating Loss Schedule Settlement Types
Perils (1)
Add A New Peril
Documents (1)
Add A New Document Type
Allocations (2)
Add An Allocation Status
Allocation Settings
Finance (1)
Add Account Numbers
Jobs (3)
Create a Job Wizard
Create A New Catastrophe Code
Add A New Job Date Note Category
Mobile App (1)
Quick Reference Guides (8)
Logging in & Dashboard
Account Settings
Offline Settings
View all 8