Contractor

The Contractor module tracks work for customers: a Job scopes the work, an Estimate proposes the price, an Invoice bills for it, and Payments close it out. Vendor Bills track your costs.

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Sidebar

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Dashboard

Four stat cards at the top: Active Jobs, Pending Estimates, Outstanding Invoices, Pending Tasks — each links to the matching list. Below: quick actions (New Job, New Estimate), recent activity, vendor compliance warnings (missing W-9 or COI), and an upload area for dropping scans.

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Customers

People or companies you bill for work. New Customer opens a form for name, email, phone, and address. The customer detail page shows contact info, email history, and every job and invoice they’re attached to.

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Jobs

A Job represents a distinct piece of work. It has:

• Customer — who’s paying
• Status — Estimate, Pending, Active, On Hold, Completed, Closed, Cancelled
• Scope / description — what you’re doing
• Related documents — estimates, invoices, payments, files, and notes

New Job from the sidebar or dashboard. Job detail has tabs for Overview, Estimates, Invoices, Payments, Documents, and Notes.

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Estimates and Invoices

Estimates and invoices live in the same list (Receivable in the sidebar). Filter by type (All / Estimates / Invoices) and status.

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Building an estimate

New Estimate opens the builder. Select the customer — or select a Job and the customer auto-fills. Add line items (item name, description, quantity, unit price); each line can track its own cost and markup. Issue Date, Due Date, Title, and Description are optional. Save to create a draft. The builder then shows buttons to Send, PDF, Duplicate, and (for estimates) Convert to Invoice.

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Sending

Click Send to open the email dialog. Recipients accept comma-separated addresses. The subject defaults to “Estimate (or Invoice) Number from Organization.” The message supports markdown with a live Preview tab, and your email signature (from Settings → Email) appends automatically. Once sent, the status moves from Draft to Sent.

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Estimate lifecycle

Draft → Sent → Approved/Rejected. Approved estimates can be converted to an invoice with one click; a green Invoiced — INV-number badge then appears on the estimate and links to the new invoice. You can also create invoices directly with New Invoice, skipping the estimate step.

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Invoice lifecycle

Same document lifecycle as everywhere else in Zeno: Draft → Issued → Partial → Paid → Void. Apply Payment is shown on any invoice with a balance due.

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Payments

Record Payment logs a customer payment: amount, date, method (Check, Cash, Credit Card, Bank Transfer, Other), reference number, notes. The new payment lands with its full amount Unapplied. Open a payment to apply it to open invoices. The right panel lists every invoice with a balance; enter amounts in the Apply Amount column and click Apply to Invoices. Remove an application to free up the amount again.

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Vendors and Bills

Vendors in the Contractor module are the subs and suppliers you pay for job work. Their contact records track W-9, COI, and workers’ comp coverage — gaps surface on the dashboard as vendor compliance warnings. When a vendor is missing compliance documents, you can send them a secure Vendor Portal link to confirm contact info and upload files. Bills are vendor invoices you received. Create a bill manually or let the Inbox parse a scanned bill into one. Bills follow the same lifecycle as customer invoices and can be paid from the bill detail page.

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Documents

Every file attached to a contractor record — estimates, invoices, bills, job notes, vendor compliance docs — is searchable from Document Center, reached from More → Documents. Filter it to the Contractor module for the contractor-only view.