How to Add People or Contractors in COUNT

In COUNT, contractors are handled slightly differently from traditional vendors to give you better tracking, tax reporting, and workforce management.

Understanding Contractors vs Vendors

When you add a Contractor in COUNT, you're not just creating a vendor record—you’re also creating a person profile that helps you manage compensation, tax information, and time tracking (if needed). Here’s how it works:

• Dual Record Creation: When you add a contractor, COUNT creates both a Vendor and a Contractor profile behind the scenes.
• Single Point of Management: Contractors can only be added or edited through the People & Contractors page for consistency and better workforce data handling.
• Redirect from Vendor Page: If you try to add a contractor from the Vendors page, COUNT will show a confirmation pop-up asking if you're sure you're adding a contractor. Once confirmed, you’ll be redirected to the correct page.
• Linked Access: After creation, your contractor will appear in both the People & Contractors list and the Vendor list—so you can assign bills, payments, and other transactions easily using the Vendor dropdown.

💡 Pro Tip: Although contractors show up in both areas, you can only edit their details from the People & Contractors page.

Steps to Add a Contractor

1. Go to Contacts & Products in the left-side menu.
2. Click on People & Contractors.
3. Select Add New from the top right of the screen.

You'll now see a form where you can enter all relevant contractor information. Here’s a quick overview of what you’ll need:

Contact & Address Information

Add the contractor's basic information like name, email, phone number, and mailing address.

Worker Type

Choose Contractor as the worker type to correctly categorize them. You can also choose from Employee, Volunteer, Donor, or Other—but selecting the right category ensures accurate record-keeping.

Compensation & Tax Details

Input their position, pay type (hourly, salary), wage, and tax info. This is essential for reporting and compliance.

Notes (Optional)

Use the Notes section to store internal remarks or reminders related to the contractor.

Optional Workforce Features ($8/month per person)

If you want to unlock full workforce management for this contractor, toggle on any of the following features:

• Time Tracking (for logging work hours)
• Sales Representative (assign and track sales)
• Expense Claim Reporting (enable reimbursement workflows)

These features work via the COUNT mobile app for a seamless contractor experience.

Final Step

Once everything is filled in, click the orange “Add” button at the bottom right to save your contractor. They will now appear in both your People & Contractors list and your Vendor list.

By managing your contractors through the People & Contractors page, COUNT gives you greater control over compliance, collaboration, and reporting—while keeping your vendor records perfectly in sync.

Updated on: 04/06/2025