How Do Set Up Subcontractor?
A subcontractor is a company hired by a main contractor to carry out specific tasks that align with their skills and expertise. It is important to record subcontractors within the system to ensure compliance and that all necessary training requirements are met.
- On the left side menu, go to Subcontractors.
- Click +New Subcontractor.
- Enter the Subcontractor Name, Contact Name, Contact Email and Phone Number.
- Choose the Subcontractor Type from the dropdown options.
- Select Location(s) and Project(s) from the dropdown options.
- Click Save & Submit.
- Note: the contractor will receive an invitation when they have been added to the system.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, contact name, contact email, subcontractor type and location.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. phone and projects.
This is required before you can add a Subcontractor:
- Create the Subcontractor Type
- Set up Locations
- Set up Projects
- Set up Notifications
Other Options:
Under the dropdown options, you will see an option to add more subcontractor types, by clicking the Here button highlighted. This will take you to the subcontractor types section - be cautious that when you click this button, the details you have entered will be deleted.