Contractors
All business relationships in one place
The Contractors component is your central hub for managing relationships with clients and business partners. It provides access to a list of customers and suppliers divided into two tabs – “My Clients” and “All”. With the help of filters and a search bar, you can easily find the data you need, while dedicated forms allow for quick addition of new contractors. Each record can be opened in a detailed view, where you’ll find basic and extended information, the assigned sales representative, and related contacts.
Discover the key features of the Contractors system
Two views: personal and global – browse only your own relationships or the full list
Easily switch between your assigned contractors and the complete list of all clients and suppliers in the system. It's an intuitive way to quickly access what matters most from your perspective.
All contractor data in one place
When you open a contractor’s profile, you’ll see both basic and contact information, as well as the assigned sales representative and any additional notes. This gives you a complete picture of the relationship and cooperation history with the client.
Filter and find with ease
Advanced filters and a fast search function allow you to quickly find a specific contractor, even with a large number of records. No more need to go through the entire list.
New client or supplier in just a few clicks
The extended input form allows you to quickly fill in all the key information - whether you're adding a client or a supplier. The process has been streamlined to save time and eliminate unnecessary steps.
Clear and functional list view
Contractors are displayed in a table format, allowing for easy data comparison, sorting, and taking action without leaving the main view. This makes managing your database much more efficient.
You always know who manages the client
Each contact has an assigned sales representative, ensuring full transparency of team responsibilities. This makes it easier to track accountability, contact history, and the quality of customer service.
Intuitive
AdoZet 360 software is designed with the user in mind – the clear interface and logical function layout make the system easy to use without the need for detailed onboarding.
Reliable
The system operates smoothly regardless of the scale of use. It ensures continuous operation, minimizing the risk of downtime and providing confidence in every situation.
Efficient
With smooth performance and a smart structure, the system speeds up tasks by automating processes and optimizing workflow, boosting team efficiency daily.
Secure
AdoZet 360 meets current legal requirements and security standards. It effectively protects user data and documentation, ensuring compliance at every stage.
Add a new contractor
Adding a new contractor to the system is quick and straightforward. Just fill in a few basic fields, and the system will assign the contractor as either a supplier or a customer depending on the selected type. The form helps organize your database right from the start, making future searches, filtering, and client handling much easier. Everything is designed with user comfort in mind to minimize time spent on formalities.
- Choose the contractor type – supplier or customer
- Intuitive data input – a fast process with no unnecessary steps
- Minimal number of fields – only what’s truly needed
Thanks to this, adding a new contractor takes just a moment. With a user-friendly form, clear structure, and automatic role assignment, the entire process is simple, fast, and hassle-free.
Detailed Contractor View
The detailed view is where you’ll find all essential information about a given contractor – presented in a clear and structured way. In addition to address data and registration numbers, you can quickly check the assigned sales representative and the client’s contact details. It’s an information hub that gives you a complete overview of the relationship with the company – without needing to browse other modules.
- Comprehensive data in one place – quick access to key information about the client without the need to search through the system
- Insight into account manager and contacts – immediate visibility of the assigned salesperson and the client’s current contact details
- Support for effective collaboration – full analysis of the client relationship to support informed business decisions
This gives the user quick access to key information about the client, which translates into better planning, faster response times, and more efficient customer service.
Who will benefit from the Contractors module?
- Complete contractor database – provides access to all the team’s business relationships, enabling efficient customer portfolio management and sales performance monitoring.
- Better control over sales team activities – allows tracking of assigned clients and contacts, supporting work coordination and achievement of sales targets.
- Strategic decision support – delivers data for planning sales initiatives and making informed business decisions.
- Quick access to clients – makes it easy to find and contact assigned contractors in the “My contractors” tab, streamlining daily operations.
- All key data at your fingertips – includes all necessary information like addresses, contacts, and collaboration history to support meeting preparation.
- Time-saving – reduces the need to search across different sources, letting you focus on sales activities.
- Easy contractor entry – intuitive step-by-step form enables fast and accurate data entry into the system.
- Organized data – consistent structure improves document handling and ensures information integrity.
- Data verification and updates – quick access to records allows for real-time contractor base maintenance.
Modules tailored to your needs
AdoZet 360 offers the freedom of choice, allowing you to mix and match modules that best meet the needs of your business. This gives you a flexible system fully adapted to the specifics of your operations. At any time, you can expand the structure with new functionalities as your organization grows.