> ## Documentation Index
> Fetch the complete documentation index at: https://zenorent.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Contractor

> Jobs, customers, estimates, invoices, and vendor bills for contracting work.

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.

## Sidebar

| Item | What it's for |
| - | - |
| **Dashboard** | Pipeline overview and quick actions |
| **Jobs** | Work you're doing for customers |
| **Customers** | Who you bill |
| **Receivable** | Estimates and invoices (one combined list) |
| **Vendors** | Who bills you |
| **Payable** | Bills from vendors |

## 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.

## 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.

## 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.

## Estimates and Invoices

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

### 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**.

### 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**.

### 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.

### Invoice lifecycle

Same [document lifecycle](https://zenorent.com/docs/concepts.md#document-lifecycle) as everywhere else in Zeno: Draft → Issued → Partial → Paid → Void. **Apply Payment** is shown on any invoice with a balance due.

> [!NOTE]
>
> If a line item is missing a GL account, Zeno saves the estimate as a draft and shows a banner pointing to **Settings → Items** to fix it. The draft isn't posted to the ledger until the item is mapped.

## 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.

## 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](https://zenorent.com/docs/contractor/vendor-portal.md) link to confirm contact info and upload files.

**Bills** are vendor invoices you received. Create a bill manually or let the [Inbox](https://zenorent.com/docs/workflow/inbox.md) parse a scanned bill into one. Bills follow the same lifecycle as customer invoices and can be paid from the bill detail page.

## Documents

Every file attached to a contractor record — estimates, invoices, bills, job notes, vendor compliance docs — is searchable from [Document Center](https://zenorent.com/docs/workflow/document-center.md), reached from **More → Documents**. Filter it to the Contractor module for the contractor-only view.


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