How to add/change a contractor in COMPAS Go?

This article describes the process to add a new or change the existing contractor to a quote.

1. Login into COMPAS with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing as  

4. Navigate to the quote details after opening the quote as shown below.

5. On clicking on the quote details, navigates as shown below.

6. Scroll to the "Additional  Account Details" section and look for the contractor field.

8. You can click "" to bring up recently searched contractor

 : used to select the contractor

 : used to delete the contractor from the recent list.

9. You can click on the " " to select a new contractor by searching based on your preference.

 : used to select the contractor